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Disclosery

Atlantic Union Bankshares Corp: OTIS position timeline

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

Atlantic Union Bankshares Corp held 10,131 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,131 shares
    Change vs previous 13F -6,760 shares

    0.01% of the 13F portfolio, value $725,407.

    13F-HR 0001104659-26-093928 filed by Atlantic Union Bankshares 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 16,891 shares
    Change vs previous 13F -26,608 shares

    0.03% of the 13F portfolio, value $1,301,988.

    13F-HR 0001104659-26-059434 filed by Atlantic Union Bankshares 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 43,499 shares
    Change vs previous 13F -2,641 shares

    0.07% of the 13F portfolio, value $3,799,672.

    13F-HR 0001104659-26-010283 filed by Atlantic Union Bankshares 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 46,140 shares
    Change vs previous 13F -11,948 shares

    0.08% of the 13F portfolio, value $4,218,616.

    13F-HR 0001104659-25-106156 filed by Atlantic Union Bankshares 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 58,088 shares
    Change vs previous 13F +18,881 shares

    0.13% of the 13F portfolio, value $5,751,889.

    13F-HR 0001104659-25-074455 filed by Atlantic Union Bankshares 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 39,207 shares
    Change vs previous 13F -163 shares

    0.24% of the 13F portfolio, value $4,046,150.

    13F-HR 0001104659-25-044480 filed by Atlantic Union Bankshares 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 39,370 shares
    Change vs previous 13F +682 shares

    0.21% of the 13F portfolio, value $3,646,039.

    13F-HR 0001104659-25-010353 filed by Atlantic Union Bankshares 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 38,688 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,021,216.

    13F-HR 0001104659-24-118728 filed by Atlantic Union Bankshares Corp
    Filed (acceptance time not in the bulk data set), ingested

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