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Disclosery

XPONANCE LLC: OTIS position timeline

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

XPONANCE LLC held 69,348 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,348 shares
    Change vs previous 13F -723 shares

    0.03% of the 13F portfolio, value $4,965,317.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 70,071 shares
    Change vs previous 13F +9,292 shares

    0.04% of the 13F portfolio, value $5,401,073.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 60,779 shares
    Change vs previous 13F +2,547 shares

    0.04% of the 13F portfolio, value $5,309,046.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 58,232 shares
    Change vs previous 13F -9,693 shares

    0.04% of the 13F portfolio, value $5,324,152.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 67,925 shares
    Change vs previous 13F +8,988 shares

    0.06% of the 13F portfolio, value $6,725,934.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 58,937 shares
    Change vs previous 13F +938 shares

    0.06% of the 13F portfolio, value $6,082,298.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 57,999 shares
    Change vs previous 13F +2,307 shares

    0.05% of the 13F portfolio, value $5,371,287.

    13F-HR 0001085146-25-000963 filed by XPONANCE 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 55,692 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,788,626.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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