Position in OTIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$296,567
-$22,698 QoQ
Shares Held
4,142
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#763
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Shakespeare Wealth Management, LLC holds $1,801,868 across 3 Specialty Industrial Machinery names. OTIS ranks #3 (16.5% of the industry book) .
All Filings in OTIS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,567 | 4,142 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $319,265 | 4,142 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $361,803 | 4,142 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $378,703 | 4,142 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $411,923 | 4,160 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $429,312 | 4,160 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $384,516 | 4,152 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $431,558 | 4,152 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $398,708 | 4,142 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $411,176 | 4,142 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $370,584 | 4,142 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $333,366 | 4,151 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $369,480 | 4,151 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $350,344 | 4,151 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $325,064 | 4,151 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $264,833 | 4,151 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $293,563 | 4,154 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $319,650 | 4,154 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $361,427 | 4,151 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $343,189 | 4,171 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $338,691 | 4,142 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $283,519 | 4,142 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $279,792 | 4,142 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $258,543 | 4,142 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $235,514 | 4,142 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||