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Disclosery

NEOS Investment Management LLC: OTIS position timeline

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

NEOS Investment Management LLC held 63,814 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,814 shares
    Change vs previous 13F +2,000 shares

    0.02% of the 13F portfolio, value $4,569,082.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 61,814 shares
    Change vs previous 13F +3,563 shares

    0.02% of the 13F portfolio, value $4,764,623.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 58,251 shares
    Change vs previous 13F +9,900 shares

    0.03% of the 13F portfolio, value $5,088,225.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 48,351 shares
    Change vs previous 13F +14,808 shares

    0.03% of the 13F portfolio, value $4,420,732.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 33,543 shares
    Change vs previous 13F +7,132 shares

    0.04% of the 13F portfolio, value $3,321,428.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 26,411 shares
    Change vs previous 13F +5,010 shares

    0.05% of the 13F portfolio, value $2,725,615.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 21,401 shares
    Change vs previous 13F +4,973 shares

    0.05% of the 13F portfolio, value $1,981,947.

    13F-HR 0001172661-25-000673 filed by NEOS Investment 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 16,428 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,707,526.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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