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Disclosery

JONES FINANCIAL COMPANIES LLLP: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JONES FINANCIAL COMPANIES LLLP on OTIS, newest first. How the timeline and the estimate are built.

JONES FINANCIAL COMPANIES LLLP held 33,415 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 33,415 shares
    Change vs previous 13F -206,155 shares

    <0.01% of the 13F portfolio, value $2,445,037.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    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 239,570 shares
    Change vs previous 13F +211,455 shares

    0.01% of the 13F portfolio, value $18,196,576.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    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 28,115 shares
    Change vs previous 13F +4,994 shares

    <0.01% of the 13F portfolio, value $2,455,820.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    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 23,121 shares
    Change vs previous 13F +3,459 shares

    <0.01% of the 13F portfolio, value $2,090,913.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    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 19,662 shares
    Change vs previous 13F +1,460 shares

    <0.01% of the 13F portfolio, value $1,920,804.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    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/A 18,202 shares
    Change vs previous 13F +9,307 shares

    <0.01% of the 13F portfolio, value $1,860,199.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    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 8,895 shares
    Change vs previous 13F +3,580 shares

    <0.01% of the 13F portfolio, value $823,770.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    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 5,315 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $554,793.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

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