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Disclosery

Independent Franchise Partners LLP: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Franchise Partners LLP on OTIS, newest first. How the timeline and the estimate are built.

Independent Franchise Partners LLP held 5,152,104 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,152,104 shares
    Change vs previous 13F +4,149,820 shares

    2.42% of the 13F portfolio, value $368,890,646.

    13F-HR 0001172661-26-003379 filed by Independent Franchise Partners LLP
    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 1,002,284 shares
    Change vs previous 13F -61,865 shares

    0.54% of the 13F portfolio, value $77,256,050.

    13F-HR 0001172661-26-001918 filed by Independent Franchise Partners LLP
    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 1,064,149 shares
    Change vs previous 13F -34,347 shares

    0.59% of the 13F portfolio, value $92,953,415.

    13F-HR 0001172661-26-000867 filed by Independent Franchise Partners LLP
    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 1,098,496 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $100,435,489.

    13F-HR 0001172661-25-004789 filed by Independent Franchise Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

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