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Modera Wealth Management, LLC: OTIS position timeline

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

Modera Wealth Management, LLC held 60,554 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,554 shares
    Change vs previous 13F -5,732 shares

    0.05% of the 13F portfolio, value $4,335,660.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, 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 66,286 shares
    Change vs previous 13F +630 shares

    0.06% of the 13F portfolio, value $5,109,287.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, 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 65,656 shares
    Change vs previous 13F -4,054 shares

    0.07% of the 13F portfolio, value $5,735,010.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, 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 69,710 shares
    Change vs previous 13F -777 shares

    0.07% of the 13F portfolio, value $6,373,622.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, 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 70,487 shares
    Change vs previous 13F +4,824 shares

    0.09% of the 13F portfolio, value $6,979,643.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, 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 65,663 shares
    Change vs previous 13F +5,109 shares

    0.09% of the 13F portfolio, value $6,776,437.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, 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 60,554 shares
    Change vs previous 13F +14,064 shares

    0.07% of the 13F portfolio, value $5,607,933.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, 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 46,490 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,832,174.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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