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Disclosery

Perigon Wealth Management, LLC: OTIS position timeline

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

Perigon Wealth Management, LLC held 12,653 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,653 shares
    Change vs previous 13F -163 shares

    0.01% of the 13F portfolio, value $905,938.

    13F-HR 0001951757-26-001189 filed by Perigon 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 12,816 shares
    Change vs previous 13F -1,385 shares

    0.02% of the 13F portfolio, value $987,821.

    13F-HR 0001951757-26-000567 filed by Perigon 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 14,201 shares
    Change vs previous 13F -346 shares

    0.02% of the 13F portfolio, value $1,240,417.

    13F-HR 0001951757-26-000202 filed by Perigon 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 14,547 shares
    Change vs previous 13F +1,112 shares

    0.03% of the 13F portfolio, value $1,329,993.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth 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 13,435 shares
    Change vs previous 13F -42 shares

    0.03% of the 13F portfolio, value $1,330,377.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth 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 13,477 shares
    Change vs previous 13F -3,528 shares

    0.04% of the 13F portfolio, value $1,390,796.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth 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 17,005 shares
    Change vs previous 13F +309 shares

    0.04% of the 13F portfolio, value $1,584,860.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth 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 16,696 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,735,366.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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