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Lifeworks Advisors, LLC: OTIS position timeline

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

Lifeworks Advisors, LLC held 53,317 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 53,317 shares
    Change vs previous 13F +1,920 shares

    0.4% of the 13F portfolio, value $3,817,505.

    13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, LLC
    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 51,397 shares
    Change vs previous 13F +1,543 shares

    0.51% of the 13F portfolio, value $3,961,692.

    13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, LLC
    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 49,854 shares
    Change vs previous 13F +2,821 shares

    0.56% of the 13F portfolio, value $4,354,776.

    13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, LLC
    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 47,033 shares
    Change vs previous 13F -1,416 shares

    0.58% of the 13F portfolio, value $4,300,255.

    13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, LLC
    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 48,449 shares
    Change vs previous 13F -7,666 shares

    0.72% of the 13F portfolio, value $4,797,403.

    13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, LLC
    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 56,115 shares
    Change vs previous 13F +3,105 shares

    0.96% of the 13F portfolio, value $5,791,063.

    13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, LLC
    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 53,010 shares
    Change vs previous 13F +9,005 shares

    0.89% of the 13F portfolio, value $4,909,243.

    13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, LLC
    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 44,005 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $4,573,883.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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