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Disclosery

New England Capital Financial Advisors LLC: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New England Capital Financial Advisors LLC on OTIS, newest first. How the timeline and the estimate are built.

New England Capital Financial Advisors LLC held 2,543 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,543 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $182,103.

    13F-HR 0001964652-26-000004 filed by New England Capital Financial Advisors 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 2,533 shares
    Change vs previous 13F -104 shares

    0.05% of the 13F portfolio, value $195,207.

    13F-HR 0001964652-26-000002 filed by New England Capital Financial Advisors 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 2,637 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $230,333.

    13F-HR 0001964652-26-000001 filed by New England Capital Financial Advisors 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 2,628 shares
    Change vs previous 13F -165 shares

    0.1% of the 13F portfolio, value $240,289.

    13F-HR 0001964652-25-000007 filed by New England Capital Financial Advisors 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 2,793 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $276,588.

    13F-HR 0001964652-25-000005 filed by New England Capital Financial Advisors 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 2,785 shares
    Change vs previous 13F -138 shares

    0.15% of the 13F portfolio, value $287,366.

    13F-HR 0001964652-25-000002 filed by New England Capital Financial Advisors 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 2,923 shares
    Change vs previous 13F -30 shares

    0.13% of the 13F portfolio, value $270,702.

    13F-HR 0001964652-25-000001 filed by New England Capital Financial Advisors 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 2,953 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $306,969.

    13F-HR 0001964652-24-000005 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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