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SHEETS SMITH WEALTH MANAGEMENT: OTIS position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 25,801 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,801 shares
    Change vs previous 13F -2,175 shares

    0.18% of the 13F portfolio, value $1,847,319.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 27,976 shares
    Change vs previous 13F -4,799 shares

    0.24% of the 13F portfolio, value $2,156,428.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 32,775 shares
    Change vs previous 13F -2,000 shares

    0.31% of the 13F portfolio, value $2,862,936.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 34,775 shares
    Change vs previous 13F -21,387 shares

    0.36% of the 13F portfolio, value $3,179,517.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 56,162 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $5,561,200.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 56,162 shares
    Change vs previous 13F -200 shares

    0.72% of the 13F portfolio, value $5,795,955.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 56,362 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $5,219,715.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 56,362 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,858,297.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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