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Focus Partners Wealth: OTIS position timeline

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

Focus Partners Wealth held 147,422 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,422 shares
    Change vs previous 13F -22,690 shares

    0.01% of the 13F portfolio, value $10,556,356.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 140,388 shares
    • Focus Partners Advisor Solutions, LLC: 7,034 shares

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

  2. period ended2026-03-31
    13F 170,112 shares
    Change vs previous 13F +46,153 shares

    0.01% of the 13F portfolio, value $13,112,345.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 167,448 shares
    • Focus Partners Advisor Solutions, LLC: 2,664 shares

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

  3. period ended2025-12-31
    13F 123,959 shares
    Change vs previous 13F +55,384 shares

    0.01% of the 13F portfolio, value $10,839,000.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 116,743 shares
    • Focus Partners Advisor Solutions, LLC: 7,216 shares

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

  4. period ended2025-09-30
    13F 68,575 shares
    Change vs previous 13F +27,951 shares

    0.01% of the 13F portfolio, value $6,262,290.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 58,219 shares
    • Focus Partners Advisor Solutions, LLC: 10,356 shares

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

  5. period ended2025-06-30
    13F 40,624 shares
    Change vs previous 13F +4,657 shares

    0.01% of the 13F portfolio, value $4,022,430.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 38,084 shares
    • Focus Partners Advisor Solutions, LLC: 2,540 shares

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

  6. period ended2025-03-31
    13F/A 35,967 shares
    Change vs previous 13F +1,581 shares

    0.01% of the 13F portfolio, value $3,711,939.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 34,386 shares
    Change vs previous 13F +9,393 shares

    0.01% of the 13F portfolio, value $3,184,432.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,386 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 24,993 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,597,868.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 22,771 shares
    • Focus Partners Advisor Solutions, LLC: 2,222 shares

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