Position in OTIS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,580
-$274 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,128
of 1,211 holders
Holding Since
Mar 2023
10 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, 2026Nalls Sherbakoff Group, LLC holds $914,768 across 4 Specialty Industrial Machinery names. OTIS ranks #4 (0.4% of the industry book) .
All Filings in OTIS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,580 | 50 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,854 | 50 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $4,367 | 50 | Shares | Sole | 2026-03-12 | |
| 2025-09-30 | $4,571 | 50 | Shares | Sole | 2026-03-12 | |
| 2025-06-30 | $4,951 | 50 | Shares | Sole | 2026-03-12 | |
| 2025-03-31 | $15,480 | 150 | Shares | Sole | 2026-03-12 | |
| 2023-12-31 | $13,420 | 150 | Shares | Sole | 2024-04-09 | |
| 2023-09-30 | $12,046 | 150 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $13,351 | 150 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $12,660 | 150 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||