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Disclosery

Sierra Legacy Group: OTIS position timeline

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

Sierra Legacy Group held 16,751 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,751 shares
    Change vs previous 13F +5,518 shares

    0.93% of the 13F portfolio, value $1,199,372.

    13F-HR 0001172661-26-002668 filed by Sierra Legacy Group
    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 11,233 shares
    Change vs previous 13F +528 shares

    0.66% of the 13F portfolio, value $865,840.

    13F-HR 0001172661-26-001784 filed by Sierra Legacy Group
    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 10,705 shares
    Change vs previous 13F +325 shares

    0.69% of the 13F portfolio, value $935,082.

    13F-HR 0001172661-26-000226 filed by Sierra Legacy Group
    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 10,380 shares
    Change vs previous 13F +7,530 shares

    0.7% of the 13F portfolio, value $949,043.

    13F-HR 0001172661-25-004472 filed by Sierra Legacy Group
    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 2,850 shares
    Change vs previous 13F -50 shares

    0.22% of the 13F portfolio, value $282,207.

    13F-HR 0001172661-25-003014 filed by Sierra Legacy Group
    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 2,900 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $299,280.

    13F-HR 0001172661-25-001504 filed by Sierra Legacy Group
    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 2,900 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $268,569.

    13F-HR 0001172661-25-001182 filed by Sierra Legacy Group
    Filed (acceptance time not in the bulk data set), ingested

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