Position in OTIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,868
+$2,941 QoQ
Shares Held
68
+172.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,117
of 1,211 holders
Holding Since
Dec 2024
5 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, 2026Spurstone Advisory Services, LLC holds $15,836 across 3 Specialty Industrial Machinery names. OTIS ranks #2 (30.7% of the industry book) .
All Filings in OTIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,868 | 68 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,927 | 25 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,183 | 25 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,285 | 25 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $92,610 | 1,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||