MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1607355
GLASTONBURY, CT
Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$51,838
-$3,967 QoQ
Shares Held
724
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#955
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $532,143 across 7 Specialty Industrial Machinery names. OTIS ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYM |
Symbotic Inc.
|
7,325 | $329,258 | |
| 2 | OTIS |
Otis Worldwide Corp
This page
|
724 | $51,838 | |
| 3 | ITW |
Illinois Tool Works Inc
|
150 | $40,570 | |
| 4 | XYL |
Xylem Inc.
|
288 | $34,044 | |
| 5 | GNRC |
Generac Holdings Inc.
|
100 | $29,281 | |
| 6 | GEV |
GE Vernova Inc.
|
22 | $25,846 | |
| 7 | ETN |
Eaton Corp plc
|
50 | $21,306 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,838 | 724 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $55,805 | 724 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $63,241 | 724 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $66,195 | 724 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $82,483 | 833 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $85,965 | 833 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $77,144 | 833 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $86,582 | 833 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $80,184 | 833 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $82,691 | 833 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $74,528 | 833 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $66,898 | 833 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $74,145 | 833 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $88,704 | 1,051 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $82,303 | 1,051 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $67,053 | 1,051 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $118,584 | 1,678 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $140,818 | 1,830 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $159,338 | 1,830 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $145,388 | 1,767 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $144,487 | 1,767 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $110,683 | 1,617 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $109,228 | 1,617 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $104,054 | 1,667 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $149,484 | 2,629 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||