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Disclosery

Marble Harbor Investment Counsel, LLC: OTIS position timeline

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

Marble Harbor Investment Counsel, LLC held 7,257 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 7,257 shares
    Change vs previous 13F +850 shares

    0.05% of the 13F portfolio, value $519,601.

    13F-HR 0001420506-26-001468 filed by Marble Harbor Investment Counsel, 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 6,407 shares
    Change vs previous 13F -612 shares

    0.05% of the 13F portfolio, value $493,852.

    13F-HR 0001420506-26-000852 filed by Marble Harbor Investment Counsel, 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 7,019 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $613,110.

    13F-HR 0001420506-26-000187 filed by Marble Harbor Investment Counsel, 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 7,019 shares
    Change vs previous 13F -750 shares

    0.07% of the 13F portfolio, value $641,747.

    13F-HR 0001420506-25-003045 filed by Marble Harbor Investment Counsel, 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 7,769 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $769,286.

    13F-HR 0001420506-25-001777 filed by Marble Harbor Investment Counsel, 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 7,769 shares
    Change vs previous 13F -350 shares

    0.09% of the 13F portfolio, value $801,761.

    13F-HR 0001420506-25-000945 filed by Marble Harbor Investment Counsel, 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 8,119 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $751,901.

    13F-HR 0001420506-25-000183 filed by Marble Harbor Investment Counsel, 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 8,119 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $843,889.

    13F-HR 0001420506-24-002250 filed by Marble Harbor Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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