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Disclosery

MAI Capital Management: OTIS position timeline

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

MAI Capital Management held 58,255 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 58,255 shares
    Change vs previous 13F +5,378 shares

    0.02% of the 13F portfolio, value $4,171,099.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 52,877 shares
    Change vs previous 13F -5,277 shares

    0.02% of the 13F portfolio, value $4,075,726.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 58,154 shares
    Change vs previous 13F -2,469 shares

    0.03% of the 13F portfolio, value $5,079,757.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 60,623 shares
    Change vs previous 13F -935 shares

    0.03% of the 13F portfolio, value $5,542,791.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 61,558 shares
    Change vs previous 13F -61,004 shares

    0.04% of the 13F portfolio, value $6,095,451.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 122,562 shares
    Change vs previous 13F -2,251 shares

    0.1% of the 13F portfolio, value $12,648,404.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 124,813 shares
    Change vs previous 13F +2,936 shares

    0.09% of the 13F portfolio, value $11,558,904.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 121,877 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,667,860.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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