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WINDWARD CAPITAL MANAGEMENT CO /CA: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINDWARD CAPITAL MANAGEMENT CO /CA on OTIS, newest first. How the timeline and the estimate are built.

WINDWARD CAPITAL MANAGEMENT CO /CA held 73,090 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 73,090 shares
    Change vs previous 13F -115 shares

    0.4% of the 13F portfolio, value $5,233,209.

    13F-HR 0001078635-26-000001 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 73,205 shares
    Change vs previous 13F -229 shares

    0.46% of the 13F portfolio, value $5,642,698.

    13F-HR 0001172661-26-001747 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 73,434 shares
    Change vs previous 13F -2,852 shares

    0.51% of the 13F portfolio, value $6,414,419.

    13F-HR 0001172661-26-000370 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 76,286 shares
    Change vs previous 13F -400 shares

    0.56% of the 13F portfolio, value $6,974,864.

    13F-HR 0001172661-25-004498 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 76,686 shares
    Change vs previous 13F -641 shares

    0.64% of the 13F portfolio, value $7,593,384.

    13F-HR 0001172661-25-003076 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 77,327 shares
    Change vs previous 13F -1,115 shares

    0.69% of the 13F portfolio, value $7,980,160.

    13F-HR 0001172661-25-001771 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 78,442 shares
    Change vs previous 13F -681 shares

    0.56% of the 13F portfolio, value $7,264,488.

    13F-HR 0001172661-25-000359 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 79,123 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $8,224,054.

    13F-HR 0001172661-24-004445 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    Filed (acceptance time not in the bulk data set), ingested

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