Comprehensive Financial Planning, Inc./PA
Position in OTIS — Otis Worldwide Corp
CIK 2044855
EAST PETERSBURG, PA
Position in OTIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,938
-$301 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,125
of 1,212 holders
Holding Since
Dec 2024
7 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, 2026Comprehensive Financial Planning, Inc./PA holds $100,609 across 4 Specialty Industrial Machinery names. OTIS ranks #3 (3.9% of the industry book) .
All Filings in OTIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,938 | 55 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,239 | 55 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,804 | 55 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,028 | 55 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,446 | 55 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,676 | 55 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,093 | 55 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||