Position in OTIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,728
-$438 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,110
of 1,211 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026High Point Wealth Management, LLC holds $37,462 across 3 Specialty Industrial Machinery names. OTIS ranks #2 (15.3% 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 | $5,728 | 80 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,166 | 80 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||