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MERCER GLOBAL ADVISORS INC /ADV: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on OTIS, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 100,961 OTIS shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 100,961 shares
    Change vs previous 13F +42,981 shares

    0.01% of the 13F portfolio, value $7,228,782.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 57,980 shares
    Change vs previous 13F -5,437 shares

    0.01% of the 13F portfolio, value $4,469,128.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 63,417 shares
    Change vs previous 13F +1,983 shares

    0.01% of the 13F portfolio, value $5,539,538.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 61,434 shares
    Change vs previous 13F +16,496 shares

    0.01% of the 13F portfolio, value $5,616,917.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 44,938 shares
    Change vs previous 13F +128 shares

    0.01% of the 13F portfolio, value $4,449,837.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 44,810 shares
    Change vs previous 13F -1,663 shares

    0.01% of the 13F portfolio, value $4,622,759.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 46,473 shares
    Change vs previous 13F -2,477 shares

    0.01% of the 13F portfolio, value $4,303,893.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 48,950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,079,626.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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