Position in OTIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$261,053
-$30,463 QoQ
Shares Held
3,646
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#797
of 1,219 holders
Holding Since
Dec 2020
23 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, 2026Sovereign Financial Group, Inc. holds $2,760,902 across 6 Specialty Industrial Machinery names. OTIS ranks #4 (9.5% of the industry book) .
All Filings in OTIS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,053 | 3,646 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $291,516 | 3,782 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $333,939 | 3,823 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $352,279 | 3,853 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $416,676 | 4,208 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $464,916 | 4,505 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $422,486 | 4,562 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $481,138 | 4,629 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $451,266 | 4,688 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $464,087 | 4,675 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $417,198 | 4,663 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $379,223 | 4,722 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $571,889 | 6,425 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $521,592 | 6,180 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $484,582 | 6,188 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $391,221 | 6,132 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $435,751 | 6,166 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $468,163 | 6,084 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $393,469 | 4,519 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $384,412 | 4,672 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $386,690 | 4,729 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $323,700 | 4,729 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $287,155 | 4,251 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||