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Fiduciary Trust Co: OTF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Trust Co on OTF, newest first. How the timeline and the estimate are built.

Fiduciary Trust Co held 354,541 OTF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354,541 shares
    Change vs previous 13F +112,270 shares

    0.04% of the 13F portfolio, value $3,669,499.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 242,271 shares
    Change vs previous 13F +112,272 shares

    0.04% of the 13F portfolio, value $3,001,738.

    13F-HR 0001140361-26-021427 filed by Fiduciary 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 ended2025-12-31
    13F 129,999 shares
    Change vs previous 13F +76,816 shares

    0.02% of the 13F portfolio, value $1,890,185.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 53,183 shares
    Change vs previous 13F +35,455 shares

    0.01% of the 13F portfolio, value $734,989.

    13F-HR 0001140361-25-042195 filed by Fiduciary 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 ended2025-06-30
    13F 17,728 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,352.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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