Skip to content
Disclosery

Kestra Advisory Services, LLC: OTIS position timeline

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

Kestra Advisory Services, LLC held 38,755 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,755 shares
    Change vs previous 13F +7,835 shares

    0.01% of the 13F portfolio, value $2,774,904.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,840 shares
    • Kestra Advisory Services, LLC: 31,915 shares

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

  2. period ended2026-03-31
    13F 30,920 shares
    Change vs previous 13F -193 shares

    0.01% of the 13F portfolio, value $2,383,246.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,102 shares
    • Kestra Advisory Services, LLC: 23,818 shares

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

  3. period ended2025-12-31
    13F 31,113 shares
    Change vs previous 13F +4,560 shares

    0.01% of the 13F portfolio, value $2,717,743.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,932 shares
    • Kestra Advisory Services, LLC: 24,181 shares

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

  4. period ended2025-09-30
    13F 26,553 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $2,427,700.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,997 shares
    • Kestra Advisory Services, LLC: 19,556 shares

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

  5. period ended2025-06-30
    13F/A 26,568 shares
    Change vs previous 13F +161 shares

    0.01% of the 13F portfolio, value $2,630,774.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,677 shares
    • Kestra Advisory Services, LLC: 18,891 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 26,407 shares
    Change vs previous 13F -1,606 shares

    0.01% of the 13F portfolio, value $2,725,203.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,892 shares
    • Kestra Advisory Services, LLC: 18,408 shares
    • Kestra Investment Management, LLC: 107 shares

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

  7. period ended2024-12-31
    13F 28,013 shares
    Change vs previous 13F +137 shares

    0.01% of the 13F portfolio, value $2,594,284.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,149 shares
    • Kestra Advisory Services, LLC: 18,073 shares
    • Kestra Investment Management, LLC: 791 shares

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

  8. period ended2024-09-30
    13F 27,876 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,897,397.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,065 shares
    • Kestra Advisory Services, LLC: 18,811 shares

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