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River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by River Wealth 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 Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of OTIS by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−5,832−100.0%Sold outHolders
Q4 20225,832$456.7K0.1%−557−8.7%ReducedHolders
Q3 20226,389$408.0K0.1%−604−8.6%ReducedHolders
Q2 20226,993$494.0K0.1%−34−0.5%ReducedHolders
Q1 20227,027$541.0K0.1%+33+0.5%AddedHolders
Q4 20216,994$609.0K0.1%−109−1.5%ReducedHolders
Q3 20217,103$584.0K0.1%−35−0.5%ReducedHolders
Q2 20217,138$584.0K0.1%+116+1.7%AddedHolders
Q1 20217,022$481.0K0.1%––Holders

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