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Disclosery

CANANDAIGUA NATIONAL BANK & TRUST CO: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CANANDAIGUA NATIONAL BANK & TRUST CO on OTIS, newest first. How the timeline and the estimate are built.

CANANDAIGUA NATIONAL BANK & TRUST CO held 40,227 OTIS shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,227 shares
    Change vs previous 13F +3,564 shares

    0.22% of the 13F portfolio, value $2,587,401.

    13F-HR 0001074266-26-000004 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,663 shares
    Change vs previous 13F +9,178 shares

    0.22% of the 13F portfolio, value $2,625,071.

    13F-HR 0001074266-26-000003 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 27,485 shares
    Change vs previous 13F +4,221 shares

    0.19% of the 13F portfolio, value $2,118,544.

    13F-HR 0000759458-26-000001 filed by CANANDAIGUA NATIONAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,264 shares
    Change vs previous 13F -56 shares

    0.18% of the 13F portfolio, value $2,032,110.

    13F-HR 0001074266-26-000001 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 23,320 shares
    Change vs previous 13F -398 shares

    0.19% of the 13F portfolio, value $2,132,148.

    13F-HR 0001074266-25-000005 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 23,718 shares
    Change vs previous 13F -169 shares

    0.22% of the 13F portfolio, value $2,348,556.

    13F-HR 0001074266-25-000004 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 23,887 shares
    Change vs previous 13F -1,794 shares

    0.25% of the 13F portfolio, value $2,465,138.

    13F-HR 0000759458-25-000003 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,681 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,378,317.

    13F-HR 0000759458-25-000001 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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