Capital Planning Advisors, LLC
- SEC CIK
- 0001631941
- Latest filing
- May 14, 2026
OTIS holding history
Otis Worldwide Corp in every 13F filed by Capital Planning Advisors, 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 Q1 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −1,931−100.0% | Sold out | Holders |
| Q3 2024 | 1,931 | $200.7K | <0.1% | −312−13.9% | Reduced | Holders |
| Q2 2024 | 2,243 | $215.9K | <0.1% | −85−3.7% | Reduced | Holders |
| Q1 2024 | 2,328 | $231.1K | <0.1% | +12+0.5% | Added | Holders |
| Q4 2023 | 2,316 | $207.2K | <0.1% | +2,316 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −2,383−100.0% | Sold out | Holders |
| Q2 2023 | 2,383 | $212.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 2,383 | $201.1K | <0.1% | +2,383 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −2,969−100.0% | Sold out | Holders |
| Q1 2022 | 2,969 | $228.0K | <0.1% | −75−2.5% | Reduced | Holders |
| Q4 2021 | 3,044 | $265.0K | 0.1% | +75+2.5% | Added | Holders |
| Q3 2021 | 2,969 | $244.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 2,969 | $243.0K | <0.1% | +2,969 | New | Holders |