Position in OTIS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,918,865
-$1,153,479 QoQ
Shares Held
37,868
-18.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 79%
None 21%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Aviso Financial Inc. holds $13,498,602 across 6 Specialty Industrial Machinery names. OTIS ranks #2 (21.6% of the industry book) .
All Filings in OTIS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,918,865 | 37,868 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,072,344 | 46,621 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,603,317 | 50,348 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,877,428 | 49,257 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,020,060 | 48,644 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,602,529 | 38,900 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,247,715 | 40,867 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,945,889 | 40,992 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||