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Disclosery

JNBA Financial Advisors: OTIS position timeline

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

JNBA Financial Advisors held 303 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 303 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $21,695.

    13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
    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 303 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $23,356.

    13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
    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 454 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $39,657.

    13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
    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 454 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $41,510.

    13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
    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 454 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $44,956.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    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 454 shares
    Change vs previous 13F -99 shares

    <0.01% of the 13F portfolio, value $46,853.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    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 553 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $51,214.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    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 553 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $57,479.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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