Skip to content
Disclosery

Investment Research & Advisory Group, Inc.: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Research & Advisory Group, Inc. on OTIS, newest first. How the timeline and the estimate are built.

Investment Research & Advisory Group, Inc. held 290 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $21,766.

    13F-HR 0001802136-26-000004 filed by Investment Research & Advisory Group, Inc.
    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 290 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $22,353.

    13F-HR 0001802136-26-000003 filed by Investment Research & Advisory Group, Inc.
    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 290 shares
    Change vs previous 13F -991 shares

    0.01% of the 13F portfolio, value $25,943.

    13F-HR 0001802136-26-000001 filed by Investment Research & Advisory Group, Inc.
    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 1,281 shares
    Change vs previous 13F -19,637 shares

    0.04% of the 13F portfolio, value $117,742.

    13F-HR 0001802136-25-000006 filed by Investment Research & Advisory Group, Inc.
    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 20,918 shares
    Change vs previous 13F +1,048 shares

    0.77% of the 13F portfolio, value $2,071,350.

    13F-HR 0001802136-25-000004 filed by Investment Research & Advisory Group, Inc.
    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 19,870 shares
    Change vs previous 13F +2,998 shares

    0.86% of the 13F portfolio, value $2,050,545.

    13F-HR 0001802136-25-000003 filed by Investment Research & Advisory Group, Inc.
    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 16,872 shares
    Change vs previous 13F +312 shares

    0.65% of the 13F portfolio, value $1,562,527.

    13F-HR 0001802136-25-000001 filed by Investment Research & Advisory Group, Inc.
    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 16,560 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,721,246.

    13F-HR 0001802136-24-000005 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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