Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,976,162
+$2,100,344 QoQ
Shares Held
55,533
+128.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#291
of 1,211 holders
Holding Since
Mar 2026
2 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, 2026Third View Private Wealth, LLC holds $6,738,375 across 5 Specialty Industrial Machinery names. OTIS ranks #1 (59.0% of the industry book) .
All Filings in OTIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,976,162 | 55,533 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,875,818 | 24,336 | Shares | Other | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||