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Disclosery

Welch & Forbes LLC: OTIS position timeline

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

Welch & Forbes LLC held 238,066 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,066 shares
    Change vs previous 13F -7,612 shares

    0.21% of the 13F portfolio, value $17,045,512.

    13F-HR 0000105495-26-000003 filed by Welch & Forbes 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 245,678 shares
    Change vs previous 13F -902 shares

    0.24% of the 13F portfolio, value $18,936,863.

    13F-HR 0000105495-26-000002 filed by Welch & Forbes 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 246,580 shares
    Change vs previous 13F -5,358 shares

    0.26% of the 13F portfolio, value $21,538,814.

    13F-HR 0000105495-26-000001 filed by Welch & Forbes 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 251,938 shares
    Change vs previous 13F -5,374 shares

    0.28% of the 13F portfolio, value $23,034,737.

    13F-HR 0000105495-25-000002 filed by Welch & Forbes 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 257,312 shares
    Change vs previous 13F -6,631 shares

    0.32% of the 13F portfolio, value $25,479,063.

    13F-HR 0001085146-25-004501 filed by Welch & Forbes 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 263,943 shares
    Change vs previous 13F -13,607 shares

    0.36% of the 13F portfolio, value $27,238,895.

    13F-HR 0001085146-25-002565 filed by Welch & Forbes 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 277,550 shares
    Change vs previous 13F -9,965 shares

    0.33% of the 13F portfolio, value $25,703,964.

    13F-HR 0001085146-25-000876 filed by Welch & Forbes 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 287,515 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $29,884,359.

    13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

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