Position in OTIS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,518
-$960 QoQ
Shares Held
105
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,095
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, 2026CGC Financial Services, LLC holds $157,880 across 6 Specialty Industrial Machinery names. OTIS ranks #4 (4.8% 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 | $7,518 | 105 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,478 | 110 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,608 | 110 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,057 | 110 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $10,892 | 110 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,352 | 110 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,187 | 110 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $11,433 | 110 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $10,588 | 110 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $10,919 | 110 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,841 | 110 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,834 | 110 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $9,791 | 110 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||