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Livermore
Livermore
ZHEN

Asset Dedication, LLC

SEC CIK
0001475896
Latest filing
Jul 30, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Asset Dedication, LLC, 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)
933
Value
$66.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Asset Dedication, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026933$66.8K<0.1%−213−18.6%ReducedHolders
Q1 20261,146$88.3K<0.1%−357−23.8%ReducedHolders
Q4 20251,503$131.3K<0.1%−262−14.8%ReducedHolders
Q3 20251,765$161.3K<0.1%−419−19.2%ReducedHolders
Q2 20252,184$216.3K<0.1%+3+0.1%AddedHolders
Q1 20252,181$225.1K<0.1%−87−3.8%ReducedHolders
Q4 20242,268$210.0K<0.1%−17−0.7%ReducedHolders
Q3 20242,285$237.5K<0.1%−47−2.0%ReducedHolders
Q2 20242,332$224.4K<0.1%−9−0.4%ReducedHolders
Q1 20242,341$235.0K<0.1%+10.0%AddedHolders
Q4 20232,340$214.0K<0.1%−140−5.6%ReducedHolders
Q3 20232,480$201.0K<0.1%+95+4.0%AddedHolders
Q2 20232,385$215.0K<0.1%−77−3.1%ReducedHolders
Q1 20232,462$211.0K<0.1%00.0%UnchangedHolders
Q4 20222,462$193.0K<0.1%−17−0.7%ReducedHolders
Q3 20222,479$162.0K<0.1%−10.0%ReducedHolders
Q2 20222,480$177.0K<0.1%−61−2.4%ReducedHolders
Q1 20222,541$198.0K<0.1%−46−1.8%ReducedHolders
Q4 20212,587$228.0K<0.1%−184−6.6%ReducedHolders
Q3 20212,771$228.0K<0.1%+10.0%AddedHolders
Q2 20212,770$226.0K<0.1%+510+22.6%AddedHolders
Q1 20212,260$159.0K<0.1%––Holders

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