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Livermore
Livermore
ZHEN

Everett Harris & Co

SEC CIK
0001009254
Latest filing
Aug 3, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Everett Harris & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTIS overviewAll 13F holders of OTISFull Q2 2026 holdings

Shares (Q2 2026)
4,868
Value
$348.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Everett Harris & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,868$348.5K<0.1%+350+7.7%AddedHolders
Q1 20264,518$348.2K<0.1%00.0%UnchangedHolders
Q4 20254,518$394.6K<0.1%00.0%UnchangedHolders
Q3 20254,518$413.1K<0.1%00.0%UnchangedHolders
Q2 20254,518$447.4K<0.1%−449−9.0%ReducedHolders
Q1 20254,967$512.6K<0.1%00.0%UnchangedHolders
Q4 20244,967$460.0K<0.1%00.0%UnchangedHolders
Q3 20244,967$516.3K<0.1%+300+6.4%AddedHolders
Q2 20244,667$449.2K<0.1%+448+10.6%AddedHolders
Q1 20244,219$418.8K<0.1%00.0%UnchangedHolders
Q4 20234,219$377.5K<0.1%00.0%UnchangedHolders
Q3 20234,219$338.8K<0.1%00.0%UnchangedHolders
Q2 20234,219$375.5K<0.1%00.0%UnchangedHolders
Q1 20234,219$356.1K<0.1%−241−5.4%ReducedHolders
Q4 20224,460$349.0K<0.1%00.0%UnchangedHolders
Q3 20224,460$285.0K<0.1%−2,550−36.4%ReducedHolders
Q2 20227,010$495.0K<0.1%00.0%UnchangedHolders
Q1 20227,010$539.0K<0.1%00.0%UnchangedHolders
Q4 20217,010$610.0K<0.1%00.0%UnchangedHolders
Q3 20217,010$577.0K<0.1%−49−0.7%ReducedHolders
Q2 20217,059$577.0K<0.1%00.0%UnchangedHolders
Q1 20217,059$483.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.