Position in OTIS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$334,372
-$25,591 QoQ
Shares Held
4,670
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#726
of 1,211 holders
Holding Since
Sep 2023
12 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, 2026Core Wealth Partners LLC holds $26,520,330 across 5 Specialty Industrial Machinery names. OTIS ranks #5 (1.3% of the industry book) .
All Filings in OTIS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,372 | 4,670 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $359,963 | 4,670 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $407,924 | 4,670 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $426,978 | 4,670 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $452,521 | 4,570 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $471,624 | 4,570 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $423,227 | 4,570 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $475,005 | 4,570 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $439,908 | 4,570 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $453,663 | 4,570 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $408,877 | 4,570 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $367,016 | 4,570 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||