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Disclosery

Optas, LLC: OTIS position timeline

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

Optas, LLC held 7,137 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,137 shares
    Change vs previous 13F +1,330 shares

    0.07% of the 13F portfolio, value $511,010.

    13F-HR 0001802961-26-000004 filed by Optas, 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 5,807 shares
    Change vs previous 13F +654 shares

    0.07% of the 13F portfolio, value $447,604.

    13F-HR 0001802961-26-000002 filed by Optas, 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 5,153 shares
    Change vs previous 13F +251 shares

    0.07% of the 13F portfolio, value $450,116.

    13F-HR 0001802961-26-000001 filed by Optas, 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 4,902 shares
    Change vs previous 13F -1,010 shares

    0.08% of the 13F portfolio, value $448,189.

    13F-HR 0001802961-25-000004 filed by Optas, 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 5,912 shares
    Change vs previous 13F -1,047 shares

    0.11% of the 13F portfolio, value $585,408.

    13F-HR 0001085146-25-004086 filed by Optas, 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 6,959 shares
    Change vs previous 13F +1,070 shares

    0.12% of the 13F portfolio, value $718,167.

    13F-HR 0001085146-25-002171 filed by Optas, 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 5,889 shares
    Change vs previous 13F +367 shares

    0.12% of the 13F portfolio, value $545,381.

    13F-HR 0001085146-25-000492 filed by Optas, 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 5,522 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $573,960.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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