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Disclosery

Procyon Advisors, LLC: OTIS position timeline

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

Procyon Advisors, LLC held 39,119 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,119 shares
    Change vs previous 13F +997 shares

    0.12% of the 13F portfolio, value $2,800,925.

    13F-HR 0001951757-26-000939 filed by Procyon 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 38,122 shares
    Change vs previous 13F +5,265 shares

    0.14% of the 13F portfolio, value $2,938,418.

    13F-HR 0001951757-26-000765 filed by Procyon 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 32,857 shares
    Change vs previous 13F +17,912 shares

    0.14% of the 13F portfolio, value $2,870,068.

    13F-HR 0001951757-26-000027 filed by Procyon 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 14,945 shares
    Change vs previous 13F +6,478 shares

    0.08% of the 13F portfolio, value $1,366,377.

    13F-HR 0001951757-25-001218 filed by Procyon 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 8,467 shares
    Change vs previous 13F -61 shares

    0.08% of the 13F portfolio, value $838,354.

    13F-HR 0001951757-25-000600 filed by Procyon 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 8,528 shares
    Change vs previous 13F +6,360 shares

    0.05% of the 13F portfolio, value $880,039.

    13F-HR 0001951757-25-000320 filed by Procyon 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 2,168 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $200,795.

    13F-HR 0001951757-25-000036 filed by Procyon 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 2,178 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $226,481.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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