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Disclosery

Cerity Partners LLC: OTIS position timeline

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

Cerity Partners LLC held 183,124 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,124 shares
    Change vs previous 13F +25,738 shares

    0.02% of the 13F portfolio, value $13,111,647.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    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 157,386 shares
    Change vs previous 13F -137,237 shares

    0.02% of the 13F portfolio, value $12,131,426.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    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 294,623 shares
    Change vs previous 13F -120,430 shares

    0.04% of the 13F portfolio, value $25,735,349.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    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 415,053 shares
    Change vs previous 13F +73,229 shares

    0.06% of the 13F portfolio, value $37,948,305.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    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 341,824 shares
    Change vs previous 13F +8,455 shares

    0.06% of the 13F portfolio, value $33,847,359.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    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 333,369 shares
    Change vs previous 13F +283,923 shares

    0.07% of the 13F portfolio, value $34,403,606.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    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 49,446 shares
    Change vs previous 13F +673 shares

    0.01% of the 13F portfolio, value $4,715,231.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    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 48,773 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,069,525.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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