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TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by TRUE Private Wealth Advisors, 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 (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of OTIS by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−8,109−100.0%Sold outHolders
Q2 20228,109$573.0K0.1%−14−0.2%ReducedHolders
Q1 20228,123$622.0K0.1%−845−9.4%ReducedHolders
Q4 20218,968$780.0K0.1%−30−0.3%ReducedHolders
Q3 20218,998$740.0K0.1%−130−1.4%ReducedHolders
Q2 20219,128$746.0K0.1%−311−3.3%ReducedHolders
Q1 20219,439$646.0K0.1%––Holders

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