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PRIO WEALTH LIMITED PARTNERSHIP: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIO WEALTH LIMITED PARTNERSHIP on OTIS, newest first. How the timeline and the estimate are built.

PRIO WEALTH LIMITED PARTNERSHIP held 284,636 OTIS shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 284,636 shares
    Change vs previous 13F -1,341 shares

    0.87% of the 13F portfolio, value $29,585,082.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 285,977 shares
    Change vs previous 13F -29,251 shares

    0.82% of the 13F portfolio, value $27,528,161.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 315,228 shares
    Change vs previous 13F +28,239 shares

    0.9% of the 13F portfolio, value $31,292,879.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 286,989 shares
    Change vs previous 13F +1,369 shares

    0.88% of the 13F portfolio, value $25,676,889.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 285,620 shares
    Change vs previous 13F -7,867 shares

    0.88% of the 13F portfolio, value $22,938,177.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 293,487 shares
    Change vs previous 13F +115 shares

    0.93% of the 13F portfolio, value $26,123,282.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 293,372 shares
    Change vs previous 13F -2,323 shares

    0.95% of the 13F portfolio, value $24,760,620.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 295,695 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $23,155,855.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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