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Disclosery

ICW Investment Advisors LLC: OTIS position timeline

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

ICW Investment Advisors LLC held 7,865 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,865 shares
    Change vs previous 13F +112 shares

    0.2% of the 13F portfolio, value $563,167.

    13F-HR 0001172661-26-003072 filed by ICW Investment Advisors 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 7,753 shares
    Change vs previous 13F +652 shares

    0.22% of the 13F portfolio, value $597,602.

    13F-HR 0001172661-26-001646 filed by ICW Investment Advisors 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 7,101 shares
    Change vs previous 13F +171 shares

    0.23% of the 13F portfolio, value $620,268.

    13F-HR 0001172661-26-000547 filed by ICW Investment Advisors 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 6,930 shares
    Change vs previous 13F +91 shares

    0.23% of the 13F portfolio, value $633,603.

    13F-HR 0001172661-25-004610 filed by ICW Investment Advisors 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 6,839 shares
    Change vs previous 13F +239 shares

    0.27% of the 13F portfolio, value $677,212.

    13F-HR 0001172661-25-003376 filed by ICW Investment Advisors 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 6,600 shares
    Change vs previous 13F +78 shares

    0.28% of the 13F portfolio, value $681,112.

    13F-HR 0001172661-25-002182 filed by ICW Investment Advisors 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 6,522 shares
    Change vs previous 13F +193 shares

    0.25% of the 13F portfolio, value $604,033.

    13F-HR 0001172661-25-000660 filed by ICW Investment Advisors 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 6,329 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $657,912.

    13F-HR 0001172661-24-004575 filed by ICW Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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