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Disclosery

Pathstone Holdings, LLC: OTIS position timeline

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

Pathstone Holdings, LLC held 45,536 OTIS 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 45,536 shares
    Change vs previous 13F +5,001 shares

    0.01% of the 13F portfolio, value $3,262,341.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 40,535 shares
    Change vs previous 13F -5,206 shares

    0.01% of the 13F portfolio, value $3,124,496.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 45,741 shares
    Change vs previous 13F -1,055 shares

    0.02% of the 13F portfolio, value $3,995,484.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 46,796 shares
    Change vs previous 13F -1,885 shares

    0.02% of the 13F portfolio, value $4,278,617.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 48,681 shares
    Change vs previous 13F -30,377 shares

    0.02% of the 13F portfolio, value $4,820,316.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 79,058 shares
    Change vs previous 13F +32,086 shares

    0.04% of the 13F portfolio, value $8,158,612.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 46,972 shares
    Change vs previous 13F -310 shares

    0.02% of the 13F portfolio, value $4,350,821.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 47,282 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,914,384.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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