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Disclosery

Wealthfront Advisers LLC: OTIS position timeline

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

Wealthfront Advisers LLC held 21,903 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,903 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $1,568,255.

    13F-HR 0002085853-26-000956 filed by Wealthfront Advisers 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 21,913 shares
    Change vs previous 13F -12,942 shares

    <0.01% of the 13F portfolio, value $1,689,054.

    13F-HR 0002085853-26-000564 filed by Wealthfront Advisers 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 34,855 shares
    Change vs previous 13F -1,324 shares

    0.01% of the 13F portfolio, value $3,044,584.

    13F-HR 0002085853-26-000151 filed by Wealthfront Advisers 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 36,179 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $3,307,846.

    13F-HR 0002085853-25-000235 filed by Wealthfront Advisers 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 36,133 shares
    Change vs previous 13F -7,173 shares

    0.01% of the 13F portfolio, value $3,577,890.

    13F-HR 0001667731-25-001032 filed by Wealthfront Advisers 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 43,306 shares
    Change vs previous 13F +3,684 shares

    0.01% of the 13F portfolio, value $4,469,179.

    13F-HR 0001667731-25-000578 filed by Wealthfront Advisers 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/A 39,622 shares
    Change vs previous 13F +107 shares

    0.01% of the 13F portfolio, value $3,669,393.

    13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers LLC
    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 39,515 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,107,189.

    13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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