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Disclosery

Principle Wealth Partners LLC: OTIS position timeline

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

Principle Wealth Partners LLC held 9,706 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 9,706 shares
    Change vs previous 13F -972 shares

    0.03% of the 13F portfolio, value $694,968.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 10,678 shares
    Change vs previous 13F -480 shares

    0.05% of the 13F portfolio, value $823,080.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 11,158 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $974,674.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 11,151 shares
    Change vs previous 13F -76 shares

    0.06% of the 13F portfolio, value $1,019,559.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 11,227 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,111,723.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 11,227 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $1,158,653.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 11,277 shares
    Change vs previous 13F -125 shares

    0.07% of the 13F portfolio, value $1,044,387.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 11,402 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,185,150.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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