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Diversify Advisory Services, LLC: OTIS position timeline

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

Diversify Advisory Services, LLC held 32,488 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 32,488 shares
    Change vs previous 13F +16,683 shares

    0.02% of the 13F portfolio, value $2,377,808.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 16,244 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,244 shares

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

  2. period ended2026-03-31
    13F 15,805 shares
    Change vs previous 13F +951 shares

    0.02% of the 13F portfolio, value $1,210,696.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,805 shares

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

  3. period ended2025-12-31
    13F 14,854 shares
    Change vs previous 13F -3,258 shares

    0.03% of the 13F portfolio, value $1,334,451.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,257 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,597 shares

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

  4. period ended2025-09-30
    13F 18,112 shares
    Change vs previous 13F +3,103 shares

    0.03% of the 13F portfolio, value $1,633,172.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,243 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,869 shares

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

  5. period ended2025-06-30
    13F 15,009 shares
    Change vs previous 13F +1,631 shares

    0.08% of the 13F portfolio, value $1,323,053.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, 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 13,378 shares
    Change vs previous 13F +1,615 shares

    0.09% of the 13F portfolio, value $1,269,557.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, 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 11,763 shares
    Change vs previous 13F +347 shares

    0.08% of the 13F portfolio, value $1,067,721.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,763 shares

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

  8. period ended2024-09-30
    13F 11,416 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,174,826.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,136 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,280 shares

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