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Disclosery

PRIVATE TRUST CO NA: OTIS position timeline

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

PRIVATE TRUST CO NA held 4,464 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,464 shares
    Change vs previous 13F -10,387 shares

    0.03% of the 13F portfolio, value $319,593.

    13F-HR 0001277557-26-000003 filed by PRIVATE TRUST CO NA
    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 14,851 shares
    Change vs previous 13F -1,158 shares

    0.1% of the 13F portfolio, value $1,144,683.

    13F-HR 0001277557-26-000002 filed by PRIVATE TRUST CO NA
    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 16,009 shares
    Change vs previous 13F +390 shares

    0.12% of the 13F portfolio, value $1,398,350.

    13F-HR 0001277557-26-000001 filed by PRIVATE TRUST CO NA
    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 15,619 shares
    Change vs previous 13F +393 shares

    0.13% of the 13F portfolio, value $1,428,008.

    13F-HR 0001277557-25-000005 filed by PRIVATE TRUST CO NA
    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 15,226 shares
    Change vs previous 13F -9 shares

    0.14% of the 13F portfolio, value $1,507,715.

    13F-HR 0001277557-25-000003 filed by PRIVATE TRUST CO NA
    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 15,235 shares
    Change vs previous 13F +896 shares

    0.16% of the 13F portfolio, value $1,572,290.

    13F-HR 0001277557-25-000002 filed by PRIVATE TRUST CO NA
    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 14,339 shares
    Change vs previous 13F -141 shares

    0.14% of the 13F portfolio, value $1,327,969.

    13F-HR 0001277557-25-000001 filed by PRIVATE TRUST CO NA
    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 14,480 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,505,089.

    13F-HR 0001277557-24-000004 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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