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Disclosery

BTC Capital Management, Inc.: OTIS position timeline

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

BTC Capital Management, Inc. held 7,114 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 7,114 shares
    Change vs previous 13F -61,192 shares

    0.03% of the 13F portfolio, value $508,506.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
    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 68,306 shares
    Change vs previous 13F +2,613 shares

    0.36% of the 13F portfolio, value $5,263,553.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, Inc.
    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 65,693 shares
    Change vs previous 13F -3,989 shares

    0.4% of the 13F portfolio, value $5,743,537.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
    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 69,682 shares
    Change vs previous 13F +11,524 shares

    0.44% of the 13F portfolio, value $6,371,031.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, Inc.
    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 58,158 shares
    Change vs previous 13F +367 shares

    0.47% of the 13F portfolio, value $5,750,209.

    13F-HR 0001085146-25-003740 filed by BTC Capital Management, Inc.
    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 57,791 shares
    Change vs previous 13F +466 shares

    0.55% of the 13F portfolio, value $5,964,850.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
    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 57,325 shares
    Change vs previous 13F -130 shares

    0.49% of the 13F portfolio, value $5,299,786.

    13F-HR 0001085146-25-000440 filed by BTC Capital Management, Inc.
    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 57,455 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,972,398.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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