Position in OTIS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$74,678
-$10,726 QoQ
Shares Held
1,043
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#924
of 1,211 holders
Holding Since
Dec 2021
19 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, 2026Ulland Investment Advisors, LLC holds $1,173,894 across 5 Specialty Industrial Machinery names. OTIS ranks #3 (6.4% of the industry book) .
All Filings in OTIS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,678 | 1,043 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $85,404 | 1,108 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $97,220 | 1,113 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $101,761 | 1,113 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $106,050 | 1,071 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $110,527 | 1,071 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $99,185 | 1,071 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $111,319 | 1,071 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $103,094 | 1,071 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $106,318 | 1,071 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $95,822 | 1,071 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $86,012 | 1,071 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $95,329 | 1,071 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $90,392 | 1,071 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $83,870 | 1,071 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $66,926 | 1,049 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $74,132 | 1,049 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $80,720 | 1,049 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $88,724 | 1,019 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||