JOURNEY STRATEGIC WEALTH LLC: OTIS position timeline

JOURNEY STRATEGIC WEALTH LLC held 3,487 OTIS shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 3,487 shares

   Change vs previous 13F +440 shares

   0.01% of the 13F portfolio, value $268,778.

   13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 3,047 shares

   Change vs previous 13F +174 shares

   0.01% of the 13F portfolio, value $266,157.

   13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 2,873 shares

   Change vs previous 13F -2,259 shares

   0.01% of the 13F portfolio, value $262,678.

   13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 5,132 shares

   Change vs previous 13F +2,566 shares

   0.02% of the 13F portfolio, value $508,172.

   13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 2,566 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $264,811.

   13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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