ENVESTNET ASSET MANAGEMENT INC: OTIS position timeline

ENVESTNET ASSET MANAGEMENT INC held 647,708 OTIS shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 647,708 shares

   Change vs previous 13F +172,166 shares

   0.01% of the 13F portfolio, value $46,375,941.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 634,538 shares
   • Envestnet Portfolio Solutions, Inc.: 13,170 shares
2. period ended2026-03-31

   13F 475,542 shares

   Change vs previous 13F +42,855 shares

   0.01% of the 13F portfolio, value $36,654,800.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 463,938 shares
   • Envestnet Portfolio Solutions, Inc.: 11,604 shares

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

3. period ended2025-12-31

   13F 432,687 shares

   Change vs previous 13F -32,730 shares

   0.01% of the 13F portfolio, value $37,788,374.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 415,083 shares
   • Envestnet Portfolio Solutions, Inc.: 17,604 shares

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

4. period ended2025-09-30

   13F 465,417 shares

   Change vs previous 13F +42,831 shares

   0.01% of the 13F portfolio, value $42,553,069.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 446,138 shares
   • Envestnet Portfolio Solutions, Inc.: 19,279 shares

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

5. period ended2025-06-30

   13F 422,586 shares

   Change vs previous 13F -77,382 shares

   0.01% of the 13F portfolio, value $41,844,537.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 405,849 shares
   • Envestnet Portfolio Solutions, Inc.: 16,737 shares

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

6. period ended2025-03-31

   13F 499,968 shares

   Change vs previous 13F -82,731 shares

   0.02% of the 13F portfolio, value $51,596,661.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 481,165 shares
   • Envestnet Portfolio Solutions, Inc.: 18,803 shares

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

7. period ended2024-12-31

   13F 582,699 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $53,963,792.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 558,086 shares
   • Envestnet Portfolio Solutions, Inc.: 24,613 shares

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