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Disclosery

Wedmont Private Capital: OTIS position timeline

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

Wedmont Private Capital held 5,443 OTIS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,443 shares
    Change vs previous 13F +796 shares

    0.01% of the 13F portfolio, value $359,833.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,647 shares
    Change vs previous 13F -933 shares

    0.01% of the 13F portfolio, value $339,660.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,580 shares
    Change vs previous 13F +146 shares

    0.01% of the 13F portfolio, value $443,919.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,434 shares
    Change vs previous 13F -85 shares

    0.02% of the 13F portfolio, value $480,450.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,519 shares
    Change vs previous 13F -1,411 shares

    0.02% of the 13F portfolio, value $498,928.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,930 shares
    Change vs previous 13F -676 shares

    0.03% of the 13F portfolio, value $688,377.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,606 shares
    Change vs previous 13F +1,206 shares

    0.04% of the 13F portfolio, value $738,461.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,400 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $580,966.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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