Signature Wealth Management Partners, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1824694
MONTVALE, NJ
Position in OTIS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$208,356
-$15,946 QoQ
Shares Held
2,910
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#848
of 1,211 holders
Holding Since
Dec 2020
22 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, 2026Signature Wealth Management Partners, LLC holds $10,753,322 across 4 Specialty Industrial Machinery names. OTIS ranks #4 (1.9% of the industry book) .
All Filings in OTIS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,356 | 2,910 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $224,302 | 2,910 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $254,188 | 2,910 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $266,061 | 2,910 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $288,148 | 2,910 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $300,312 | 2,910 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $269,495 | 2,910 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $302,465 | 2,910 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $280,116 | 2,910 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $288,875 | 2,910 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $260,357 | 2,910 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $233,702 | 2,910 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $259,019 | 2,910 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $245,604 | 2,910 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $241,742 | 3,087 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $223,458 | 3,162 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $243,315 | 3,162 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $275,315 | 3,162 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $260,169 | 3,162 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $258,556 | 3,162 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $216,438 | 3,162 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $213,593 | 3,162 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||