Trivant Custom Portfolio Group, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1977992
SAN DIEGO, CA
Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$923,998
-$46,516 QoQ
Shares Held
12,905
+2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#507
of 1,212 holders
Holding Since
Mar 2024
10 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, 2026Trivant Custom Portfolio Group, LLC holds $4,383,411 across 3 Specialty Industrial Machinery names. OTIS ranks #3 (21.1% of the industry book) .
All Filings in OTIS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,998 | 12,905 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $970,514 | 12,591 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,055,886 | 12,088 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,179,721 | 12,903 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,458,465 | 14,729 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,550,352 | 15,023 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,410,450 | 15,230 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,557,748 | 14,987 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,205,990 | 22,917 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,287,478 | 23,043 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||