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MOODY LYNN LIEBERSON & WALKER, LLC: OTIS position timeline

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

MOODY LYNN LIEBERSON & WALKER, LLC held 9,903 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,903 shares
    Change vs previous 13F -247 shares

    0.04% of the 13F portfolio, value $709,055.

    13F-HR 0000938592-26-000006 filed by MOODY LYNN LIEBERSON & WALKER, 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 10,150 shares
    Change vs previous 13F -215 shares

    0.04% of the 13F portfolio, value $782,362.

    13F-HR 0000938592-26-000005 filed by MOODY LYNN LIEBERSON & WALKER, 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 10,365 shares
    Change vs previous 13F -81 shares

    0.05% of the 13F portfolio, value $905,383.

    13F-HR 0000938592-26-000001 filed by MOODY LYNN LIEBERSON & WALKER, 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 10,446 shares
    Change vs previous 13F -1,029 shares

    0.05% of the 13F portfolio, value $955,078.

    13F-HR 0000938592-25-000007 filed by MOODY LYNN LIEBERSON & WALKER, 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 11,475 shares
    Change vs previous 13F -17 shares

    0.07% of the 13F portfolio, value $1,136,254.

    13F-HR 0000938592-25-000004 filed by MOODY LYNN LIEBERSON & WALKER, 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 11,492 shares
    Change vs previous 13F -1,163 shares

    0.08% of the 13F portfolio, value $1,185,974.

    13F-HR 0000938592-25-000002 filed by MOODY LYNN LIEBERSON & WALKER, 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 12,655 shares
    Change vs previous 13F -1,603 shares

    0.07% of the 13F portfolio, value $1,171,980.

    13F-HR 0000938592-25-000001 filed by MOODY LYNN LIEBERSON & WALKER, 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 14,258 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,481,977.

    13F-HR 0000938592-24-000006 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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