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Disclosery

William Allan Corp: OTIS position timeline

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

William Allan Corp held 57,813 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,813 shares
    Change vs previous 13F +7,806 shares

    2.02% of the 13F portfolio, value $4,139,399.

    13F-HR 0001172661-26-002878 filed by William Allan Corp
    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 50,007 shares
    Change vs previous 13F +576 shares

    2.28% of the 13F portfolio, value $3,854,506.

    13F-HR 0001172661-26-001858 filed by William Allan Corp
    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 49,431 shares
    Change vs previous 13F +281 shares

    2.45% of the 13F portfolio, value $4,317,841.

    13F-HR 0001172661-26-000652 filed by William Allan Corp
    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 49,150 shares
    Change vs previous 13F -293 shares

    2.52% of the 13F portfolio, value $4,493,798.

    13F-HR 0001172661-25-004415 filed by William Allan Corp
    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 49,443 shares
    Change vs previous 13F +225 shares

    2.85% of the 13F portfolio, value $4,895,840.

    13F-HR 0001172661-25-002845 filed by William Allan Corp
    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 49,218 shares
    Change vs previous 13F +674 shares

    3.18% of the 13F portfolio, value $5,079,331.

    13F-HR 0001172661-25-001575 filed by William Allan Corp
    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 48,544 shares
    Change vs previous 13F +1,198 shares

    2.76% of the 13F portfolio, value $4,495,675.

    13F-HR 0001172661-25-000373 filed by William Allan Corp
    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 47,346 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $4,921,096.

    13F-HR 0001172661-24-004989 filed by William Allan Corp
    Filed (acceptance time not in the bulk data set), ingested

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