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Waverly Advisors, LLC: OTIS position timeline

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

Waverly Advisors, LLC held 9,389 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 9,389 shares
    Change vs previous 13F +2,359 shares

    <0.01% of the 13F portfolio, value $672,236.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    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 7,030 shares
    Change vs previous 13F -1,343 shares

    <0.01% of the 13F portfolio, value $541,896.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
    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 8,373 shares
    Change vs previous 13F +1,089 shares

    0.01% of the 13F portfolio, value $731,374.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
    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 7,284 shares
    Change vs previous 13F +1,769 shares

    0.01% of the 13F portfolio, value $665,974.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
    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 5,515 shares
    Change vs previous 13F +1,144 shares

    0.01% of the 13F portfolio, value $546,128.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    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 4,371 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $451,106.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    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 4,359 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $403,700.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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