Sone Capital Management, LLC: OTIS position timeline

Sone Capital Management, LLC held 8,693 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,693 shares

   Change vs previous 13F -117,558 shares

   0.05% of the 13F portfolio, value $622,419.

   13F-HR 0002026215-26-000006 filed by Sone Capital Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 126,251 shares

   Change vs previous 13F -269,397 shares

   0.82% of the 13F portfolio, value $9,731,427.

   13F-HR 0002026215-26-000004 filed by Sone Capital Management, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 395,648 shares

   Change vs previous 13F +395,648 shares

   2.8% of the 13F portfolio, value $34,559,853.

   13F-HR 0002026215-26-000002 filed by Sone Capital Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -49,886 shares

   13F-HR 0002026215-25-000003 filed by Sone Capital Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 49,886 shares

   Change vs previous 13F not available

   0.58% of the 13F portfolio, value $4,619,942.

   13F-HR 0002026215-25-000002 filed by Sone Capital Management, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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