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Disclosery

Triangle Securities Wealth Management: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triangle Securities Wealth Management on OTIS, newest first. How the timeline and the estimate are built.

Triangle Securities Wealth Management held 4,786 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,786 shares
    Change vs previous 13F -5,906 shares

    0.07% of the 13F portfolio, value $342,678.

    13F-HR 0001062993-26-003647 filed by Triangle Securities 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 10,692 shares
    Change vs previous 13F -922 shares

    0.19% of the 13F portfolio, value $824,139.

    13F-HR 0001062993-26-002057 filed by Triangle Securities 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 11,614 shares
    Change vs previous 13F -1,253 shares

    0.21% of the 13F portfolio, value $1,014,483.

    13F-HR 0001062993-26-000212 filed by Triangle Securities 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 12,867 shares
    Change vs previous 13F +532 shares

    0.27% of the 13F portfolio, value $1,176,430.

    13F-HR 0001062993-25-016081 filed by Triangle Securities 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 12,335 shares
    Change vs previous 13F -882 shares

    0.3% of the 13F portfolio, value $1,221,412.

    13F-HR 0001062993-25-012685 filed by Triangle Securities 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 13,217 shares
    Change vs previous 13F -549 shares

    0.35% of the 13F portfolio, value $1,363,994.

    13F-HR 0001062993-25-007294 filed by Triangle Securities 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 13,766 shares
    Change vs previous 13F -640 shares

    0.33% of the 13F portfolio, value $1,274,869.

    13F-HR 0001062993-25-000798 filed by Triangle Securities 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 14,406 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,497,360.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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