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Disclosery

HB Wealth Management, LLC: OTIS position timeline

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

HB Wealth Management, LLC held 22,190 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 22,190 shares
    Change vs previous 13F +10,701 shares

    0.01% of the 13F portfolio, value $1,588,854.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    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 11,489 shares
    Change vs previous 13F -5,096 shares

    0.01% of the 13F portfolio, value $885,624.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    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 16,585 shares
    Change vs previous 13F -921 shares

    0.01% of the 13F portfolio, value $1,448,713.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    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 17,506 shares
    Change vs previous 13F +2,553 shares

    0.01% of the 13F portfolio, value $1,600,639.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    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 14,953 shares
    Change vs previous 13F -5,362 shares

    0.01% of the 13F portfolio, value $1,480,672.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    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 20,315 shares
    Change vs previous 13F +4,106 shares

    0.02% of the 13F portfolio, value $2,096,544.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    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 16,209 shares
    Change vs previous 13F +691 shares

    0.02% of the 13F portfolio, value $1,501,114.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    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 15,518 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,612,941.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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