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Disclosery

Quotient Wealth Partners, LLC: OTIS position timeline

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

Quotient Wealth Partners, LLC held 7,788 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,788 shares
    Change vs previous 13F +1,343 shares

    0.01% of the 13F portfolio, value $557,621.

    13F-HR 0002004904-26-000004 filed by Quotient 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 6,445 shares
    Change vs previous 13F +887 shares

    0.01% of the 13F portfolio, value $496,781.

    13F-HR 0002004904-26-000003 filed by Quotient 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 5,558 shares
    Change vs previous 13F -255 shares

    0.01% of the 13F portfolio, value $485,510.

    13F-HR 0002004904-26-000001 filed by Quotient 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 5,813 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $531,501.

    13F-HR 0002004904-25-000008 filed by Quotient 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 6,041 shares
    Change vs previous 13F -105 shares

    0.02% of the 13F portfolio, value $598,198.

    13F-HR 0002004904-25-000005 filed by Quotient 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 6,146 shares
    Change vs previous 13F +307 shares

    0.02% of the 13F portfolio, value $634,286.

    13F-HR 0002004904-25-000004 filed by Quotient 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 5,839 shares
    Change vs previous 13F +140 shares

    0.02% of the 13F portfolio, value $540,765.

    13F-HR 0002004904-25-000002 filed by Quotient 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 5,699 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $592,371.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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