Fortune Financial Advisors, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1961828
Overland Park, KS
Position in OTIS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$334,515
+$4,613 QoQ
Shares Held
4,672
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#725
of 1,211 holders
Holding Since
Jun 2023
13 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, 2026Fortune Financial Advisors, LLC holds $3,005,458 across 4 Specialty Industrial Machinery names. OTIS ranks #4 (11.1% of the industry book) .
All Filings in OTIS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,515 | 4,672 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $329,902 | 4,280 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $334,375 | 3,828 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $349,902 | 3,827 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $378,652 | 3,824 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $369,043 | 3,576 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $330,988 | 3,574 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $370,961 | 3,569 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $343,359 | 3,567 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $349,728 | 3,523 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $313,860 | 3,508 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $330,074 | 4,110 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $365,030 | 4,101 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||