Lee Financial Co

SEC CIK: 0001391166
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

OTIS holding history

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

OTIS overview All 13F holders of OTIS Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of OTIS by Lee Financial Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−9−100.0%	Sold out	Holders
Q1 2022	9	$1.00K	<0.1%	+9	New	Holders
Q2 2021	0	$0	0.0%	−50−100.0%	Sold out	Holders
Q1 2021	50	$3.00K	<0.1%	–	–	Holders

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