Position in OTIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,503
-$115 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,168
of 1,211 holders
Holding Since
Mar 2022
12 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, 2026Security National Bank holds $1,175,385 across 6 Specialty Industrial Machinery names. OTIS ranks #6 (0.1% of the industry book) .
All Filings in OTIS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,503 | 21 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,618 | 21 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,834 | 21 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,920 | 21 | Shares | Sole | 2025-10-20 | |
| 2023-12-31 | $288,630 | 3,226 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $259,080 | 3,226 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $287,146 | 3,226 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $272,274 | 3,226 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $252,628 | 3,226 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $205,818 | 3,226 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $227,981 | 3,226 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $248,240 | 3,226 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||