Position in OTIS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$385
-$51 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $574,287 across 5 Specialty Industrial Machinery names. OTIS ranks #5 (0.1% of the industry book) .
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $385 | 5 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $436 | 5 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $457 | 5 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $495 | 5 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $516 | 5 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $463 | 5 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||