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HM PAYSON & CO: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HM PAYSON & CO on OTIS, newest first. How the timeline and the estimate are built.

HM PAYSON & CO held 37,291 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,291 shares
    Change vs previous 13F -14,870 shares

    0.04% of the 13F portfolio, value $2,670,056.

    13F-HR 0000928052-26-000003 filed by HM PAYSON & CO
    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 52,161 shares
    Change vs previous 13F -4,060 shares

    0.06% of the 13F portfolio, value $4,020,590.

    13F-HR 0000928052-26-000002 filed by HM PAYSON & CO
    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 56,221 shares
    Change vs previous 13F -9,505 shares

    0.07% of the 13F portfolio, value $4,910,927.

    13F-HR 0000928052-26-000001 filed by HM PAYSON & CO
    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 65,726 shares
    Change vs previous 13F -12,010 shares

    0.09% of the 13F portfolio, value $6,009,351.

    13F-HR 0000928052-25-000004 filed by HM PAYSON & CO
    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 77,736 shares
    Change vs previous 13F -29,331 shares

    0.12% of the 13F portfolio, value $7,697,444.

    13F-HR 0000928052-25-000005 filed by HM PAYSON & CO
    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 107,067 shares
    Change vs previous 13F -460,933 shares

    0.19% of the 13F portfolio, value $11,049,353.

    13F-HR 0000928052-25-000002 filed by HM PAYSON & CO
    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 568,000 shares
    Change vs previous 13F -1,506 shares

    0.89% of the 13F portfolio, value $52,602,452.

    13F-HR 0000928052-25-000001 filed by HM PAYSON & CO
    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 569,506 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $59,194,480.

    13F-HR 0000928052-24-000004 filed by HM PAYSON & CO
    Filed (acceptance time not in the bulk data set), ingested

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