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Disclosery

Moran Wealth Management, LLC: OTIS position timeline

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

Moran Wealth Management, LLC held 144,383 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,383 shares
    Change vs previous 13F +34,565 shares

    0.28% of the 13F portfolio, value $10,337,823.

    13F-HR 0001965334-26-000004 filed by Moran 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 109,818 shares
    Change vs previous 13F +233 shares

    0.26% of the 13F portfolio, value $8,464,772.

    13F-HR 0002085853-26-000507 filed by Moran 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 109,585 shares
    Change vs previous 13F -401 shares

    0.29% of the 13F portfolio, value $9,572,249.

    13F-HR 0002085853-26-000091 filed by Moran 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 109,986 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $10,056,020.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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