Skip to content
Disclosery

New York Life Investment Management LLC: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New York Life Investment Management LLC on OTIS, newest first. How the timeline and the estimate are built.

New York Life Investment Management LLC held 57,108 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,108 shares
    Change vs previous 13F -537 shares

    0.03% of the 13F portfolio, value $4,088,933.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management LLC
    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 57,645 shares
    Change vs previous 13F +1,084 shares

    0.04% of the 13F portfolio, value $4,443,277.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management LLC
    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 56,561 shares
    Change vs previous 13F -630 shares

    0.04% of the 13F portfolio, value $4,940,603.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management LLC
    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 57,191 shares
    Change vs previous 13F -1,828 shares

    0.05% of the 13F portfolio, value $5,228,973.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management LLC
    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 59,019 shares
    Change vs previous 13F +429 shares

    0.05% of the 13F portfolio, value $5,844,061.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management LLC
    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 58,590 shares
    Change vs previous 13F -624 shares

    0.06% of the 13F portfolio, value $6,046,488.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management LLC
    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 59,214 shares
    Change vs previous 13F -88 shares

    0.05% of the 13F portfolio, value $5,483,809.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management LLC
    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 59,302 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,163,850.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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