Bradley & Co. Private Wealth Management, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1861678
MIAMI, FL
Position in OTIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,468
-$1,260 QoQ
Shares Held
230
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,043
of 1,211 holders
Holding Since
Mar 2021
21 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, 2026Bradley & Co. Private Wealth Management, LLC holds $31,774 across 4 Specialty Industrial Machinery names. OTIS ranks #1 (51.8% of the industry book) .
All Filings in OTIS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,468 | 230 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $17,728 | 230 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $20,090 | 230 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $21,028 | 230 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $22,774 | 230 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $23,736 | 230 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $21,300 | 230 | Shares | Other | 2025-02-04 | |
| 2024-06-30 | $22,139 | 230 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $22,832 | 230 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $20,578 | 230 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $18,471 | 230 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $20,472 | 230 | Shares | Other | 2023-07-25 | |
| 2023-03-31 | $19,412 | 230 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $18,011 | 230 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $14,674 | 230 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $16,254 | 230 | Shares | Other | 2022-07-25 | |
| 2022-03-31 | $17,698 | 230 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $20,026 | 230 | Shares | Other | 2022-01-21 | |
| 2021-09-30 | $18,924 | 230 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $18,807 | 230 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $15,743 | 230 | Shares | Other | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||