Legacy Capital Wealth Partners, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1766228
LITTLE ROCK, AR
Position in OTIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$447,285
New position
Shares Held
6,247
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#658
of 1,211 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $5,825,465 across 6 Specialty Industrial Machinery names. OTIS ranks #4 (7.7% of the industry book) .
All Filings in OTIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,285 | 6,247 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||