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BOKF, NA: OTIS position timeline

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

BOKF, NA held 2,569 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 2,569 shares
    Change vs previous 13F -323 shares

    <0.01% of the 13F portfolio, value $183,940.

    13F-HR 0000009634-26-000004 filed by BOKF, NA
    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 2,892 shares
    Change vs previous 13F -455 shares

    <0.01% of the 13F portfolio, value $222,915.

    13F-HR 0000009634-26-000003 filed by BOKF, NA
    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 3,347 shares
    Change vs previous 13F -481 shares

    <0.01% of the 13F portfolio, value $292,360.

    13F-HR 0000009634-26-000002 filed by BOKF, NA
    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 3,828 shares
    Change vs previous 13F +405 shares

    0.01% of the 13F portfolio, value $349,994.

    13F-HR 0000009634-25-000006 filed by BOKF, NA
    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 3,423 shares
    Change vs previous 13F +268 shares

    0.01% of the 13F portfolio, value $338,945.

    13F-HR 0000009634-25-000005 filed by BOKF, NA
    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 3,155 shares
    Change vs previous 13F -540 shares

    0.01% of the 13F portfolio, value $325,596.

    13F-HR 0000009634-25-000003 filed by BOKF, NA
    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 3,695 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $335,395.

    13F-HR 0000009634-25-000002 filed by BOKF, NA
    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 3,685 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $384,346.

    13F-HR 0001977483-24-000003 filed by BOKF, NA
    Filed (acceptance time not in the bulk data set), ingested

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