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Guinness Atkinson Asset Management Inc: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guinness Atkinson Asset Management Inc on OTIS, newest first. How the timeline and the estimate are built.

Guinness Atkinson Asset Management Inc held 11,961 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,961 shares
    Change vs previous 13F -820 shares

    0.38% of the 13F portfolio, value $856,408.

    13F-HR 0001409765-26-000007 filed by Guinness Atkinson Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,781 shares
    Change vs previous 13F +1,522 shares

    0.49% of the 13F portfolio, value $985,159.

    13F-HR 0001409765-26-000005 filed by Guinness Atkinson Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 11,259 shares
    Change vs previous 13F -328 shares

    0.47% of the 13F portfolio, value $990,229.

    13F-HR/A 0001409765-26-000003 filed by Guinness Atkinson Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,587 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,057,777.

    13F-HR 0001409765-25-000004 filed by Guinness Atkinson Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,587 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,147,345.

    13F-HR 0001085146-25-004425 filed by Guinness Atkinson Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,587 shares
    Change vs previous 13F +405 shares

    0.67% of the 13F portfolio, value $1,195,778.

    13F-HR 0001085146-25-002949 filed by Guinness Atkinson Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,182 shares
    Change vs previous 13F +2,119 shares

    0.53% of the 13F portfolio, value $1,035,565.

    13F-HR 0001085146-25-000291 filed by Guinness Atkinson Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,063 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $942,008.

    13F-HR 0001085146-24-004815 filed by Guinness Atkinson Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).