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Disclosery

J. Stern & Co. LLP: OTIS position timeline

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

J. Stern & Co. LLP held 387,610 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 387,610 shares
    Change vs previous 13F -7,255 shares

    2.62% of the 13F portfolio, value $27,752,876.

    13F-HR 0002011335-26-000004 filed by J. Stern & Co. 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 394,865 shares
    Change vs previous 13F -38,225,103 shares

    2.95% of the 13F portfolio, value $30,436,194.

    13F-HR 0002011335-26-000003 filed by J. Stern & Co. 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/A 38,619,968 shares
    Change vs previous 13F +38,178,808 shares

    3.29% of the 13F portfolio, value $38,619,968,000.

    13F-HR/A 0002011335-26-000002 filed by J. Stern & Co. 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 441,160 shares
    Change vs previous 13F -15,683 shares

    3.05% of the 13F portfolio, value $40,335,259.

    13F-HR 0002011335-25-000006 filed by J. Stern & Co. LLP
    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 456,843 shares
    Change vs previous 13F +12,963 shares

    3.81% of the 13F portfolio, value $44,551,966.

    13F-HR 0002011335-25-000003 filed by J. Stern & Co. LLP
    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 443,880 shares
    Change vs previous 13F +29,314 shares

    4.39% of the 13F portfolio, value $45,808,398.

    13F-HR 0002011335-25-000002 filed by J. Stern & Co. LLP
    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 414,566 shares
    Change vs previous 13F +22,857 shares

    3.62% of the 13F portfolio, value $38,392,957.

    13F-HR 0002011335-25-000001 filed by J. Stern & Co. LLP
    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 391,709 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $40,714,233.

    13F-HR 0002011335-24-000005 filed by J. Stern & Co. LLP
    Filed (acceptance time not in the bulk data set), ingested

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