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HOLDERNESS INVESTMENTS CO: OTIS position timeline

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

HOLDERNESS INVESTMENTS CO held 3,418 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,418 shares
    Change vs previous 13F -77 shares

    0.04% of the 13F portfolio, value $244,746.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS 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 3,495 shares
    Change vs previous 13F -57 shares

    0.05% of the 13F portfolio, value $269,414.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS 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 3,552 shares
    Change vs previous 13F -72 shares

    0.06% of the 13F portfolio, value $310,289.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS 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 3,624 shares
    Change vs previous 13F -1,320 shares

    0.07% of the 13F portfolio, value $331,365.

    13F-HR 0001184820-25-000014 filed by HOLDERNESS INVESTMENTS 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 4,944 shares
    Change vs previous 13F -807 shares

    0.11% of the 13F portfolio, value $489,579.

    13F-HR 0001184820-25-000013 filed by HOLDERNESS INVESTMENTS 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 5,751 shares
    Change vs previous 13F +32 shares

    0.14% of the 13F portfolio, value $593,529.

    13F-HR 0001184820-25-000002 filed by HOLDERNESS INVESTMENTS 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 5,719 shares
    Change vs previous 13F -20 shares

    0.12% of the 13F portfolio, value $529,659.

    13F-HR 0001184820-25-000001 filed by HOLDERNESS INVESTMENTS 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 5,739 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $596,537.

    13F-HR 0001184820-24-000011 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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