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Disclosery

Wealthstreet Investment Advisors, LLC: OTIS position timeline

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

Wealthstreet Investment Advisors, LLC held 0 OTIS shares at 2021-06-30 per its 13F-HR filed 2021-08-02.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 0 shares
    Change vs previous 13F -5,350 shares

    13F-HR 0001580642-21-003387 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2021-03-31
    13F 5,350 shares
    Change vs previous 13F -400 shares

    0.04% of the 13F portfolio, value $366,000.

    13F-HR 0001580642-21-001956 filed by Wealthstreet Investment 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 ended2020-12-31
    13F 5,750 shares
    Change vs previous 13F -102 shares

    0.04% of the 13F portfolio, value $388,000.

    13F-HR 0001580642-21-000168 filed by Wealthstreet Investment 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 ended2020-09-30
    13F 5,852 shares
    Change vs previous 13F -778 shares

    0.04% of the 13F portfolio, value $365,000.

    13F-HR 0001580642-20-003877 filed by Wealthstreet Investment 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 ended2020-06-30
    13F 6,630 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $377,000.

    13F-HR 0001580642-20-002925 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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