SeaCrest Wealth Management, LLC: OTIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SeaCrest Wealth Management, LLC on OTIS, newest first. How the timeline and the estimate are built.
SeaCrest Wealth Management, LLC held 0 OTIS shares at 2025-09-30 per its 13F-HR filed 2025-11-13.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -2,558 shares
13F-HR 0001951757-25-001427 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 2,558 sharesChange vs previous 13F -20 shares
0.03% of the 13F portfolio, value $253,267.
13F-HR 0001951757-25-000618 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,578 sharesChange vs previous 13F -202 shares
0.03% of the 13F portfolio, value $266,025.
13F-HR 0001951757-25-000325 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,780 sharesChange vs previous 13F +778 shares
0.03% of the 13F portfolio, value $257,489.
13F-HR 0001951757-25-000021 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,002 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $208,092.
13F-HR 0001951757-24-001042 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).