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Disclosery

LPL Financial LLC: OTIS position timeline

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

LPL Financial LLC held 402,690 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402,690 shares
    Change vs previous 13F +126,106 shares

    0.01% of the 13F portfolio, value $28,832,585.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 276,584 shares
    Change vs previous 13F +27,369 shares

    0.01% of the 13F portfolio, value $21,319,089.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 249,215 shares
    Change vs previous 13F +30,539 shares

    0.01% of the 13F portfolio, value $21,768,864.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 218,676 shares
    Change vs previous 13F -9,711 shares

    0.01% of the 13F portfolio, value $19,993,541.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 228,387 shares
    Change vs previous 13F -7,554 shares

    0.01% of the 13F portfolio, value $22,614,891.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 235,941 shares
    Change vs previous 13F +25,878 shares

    0.01% of the 13F portfolio, value $24,349,092.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 210,063 shares
    Change vs previous 13F +36,032 shares

    0.01% of the 13F portfolio, value $19,453,936.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 174,031 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,088,780.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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