Skip to content
Disclosery

YOUSIF CAPITAL MANAGEMENT, LLC: OTIS position timeline

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

YOUSIF CAPITAL MANAGEMENT, LLC held 40,473 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,473 shares
    Change vs previous 13F -2,455 shares

    0.03% of the 13F portfolio, value $2,897,867.

    13F-HR 0001858789-26-000004 filed by YOUSIF CAPITAL MANAGEMENT, 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 42,928 shares
    Change vs previous 13F -3,303 shares

    0.04% of the 13F portfolio, value $3,308,904.

    13F-HR 0001858789-26-000003 filed by YOUSIF CAPITAL MANAGEMENT, 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 46,231 shares
    Change vs previous 13F -3,034 shares

    0.04% of the 13F portfolio, value $4,074,817.

    13F-HR 0001858789-26-000001 filed by YOUSIF CAPITAL MANAGEMENT, 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 49,265 shares
    Change vs previous 13F -10,748 shares

    0.05% of the 13F portfolio, value $4,504,286.

    13F-HR 0001858789-25-000008 filed by YOUSIF CAPITAL MANAGEMENT, 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 60,013 shares
    Change vs previous 13F -728 shares

    0.06% of the 13F portfolio, value $5,942,523.

    13F-HR 0001858789-25-000006 filed by YOUSIF CAPITAL MANAGEMENT, 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 60,741 shares
    Change vs previous 13F +98 shares

    0.07% of the 13F portfolio, value $6,268,471.

    13F-HR 0001858789-25-000003 filed by YOUSIF CAPITAL MANAGEMENT, 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 60,643 shares
    Change vs previous 13F -2,281 shares

    0.06% of the 13F portfolio, value $5,616,148.

    13F-HR 0001858789-25-000001 filed by YOUSIF CAPITAL MANAGEMENT, 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 62,924 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,540,321.

    13F-HR 0001858789-24-000009 filed by YOUSIF CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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