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CARY STREET PARTNERS ASSET MANAGEMENT LLC: OTIS position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 5,993 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,993 shares
    Change vs previous 13F +159 shares

    0.01% of the 13F portfolio, value $429,099.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,135 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 858 shares

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

  2. period ended2026-03-31
    13F 5,834 shares
    Change vs previous 13F +426 shares

    0.01% of the 13F portfolio, value $449,685.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,110 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 724 shares

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

  3. period ended2025-12-31
    13F 5,408 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $472,389.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,148 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 260 shares

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

  4. period ended2025-09-30
    13F 5,428 shares
    Change vs previous 13F -1,515 shares

    0.01% of the 13F portfolio, value $496,252.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,165 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 263 shares

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

  5. period ended2025-06-30
    13F 6,943 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $687,464.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,033 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,910 shares

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

  6. period ended2025-03-31
    13F 6,967 shares
    Change vs previous 13F +212 shares

    0.02% of the 13F portfolio, value $719,046.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,076 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,891 shares

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

  7. period ended2024-12-31
    13F 6,755 shares
    Change vs previous 13F -250 shares

    0.02% of the 13F portfolio, value $625,612.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 4,902 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,853 shares

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

  8. period ended2024-09-30
    13F 7,005 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $728,118.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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