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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Mascoma Wealth Management 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)
250
Value
$17.9K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of OTIS by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250$17.9K<0.1%00.0%UnchangedHolders
Q1 2026250$19.3K<0.1%00.0%UnchangedHolders
Q4 2025250$21.8K<0.1%−50−16.7%ReducedHolders
Q3 2025300$27.4K<0.1%+21+7.5%AddedHolders
Q2 2025279$27.6K<0.1%00.0%UnchangedHolders
Q1 2025279$28.8K<0.1%00.0%UnchangedHolders
Q4 2024279$25.8K<0.1%+29+11.6%AddedHolders
Q3 2024250$26.0K<0.1%00.0%UnchangedHolders
Q2 2024250$24.1K<0.1%−300−54.5%ReducedHolders
Q1 2024550$54.6K<0.1%−50−8.3%ReducedHolders
Q4 2023600$53.7K<0.1%−25−4.0%ReducedHolders
Q3 2023625$50.2K<0.1%00.0%UnchangedHolders
Q2 2023625$55.6K<0.1%−800−56.1%ReducedHolders
Q1 20231,425$121.6K<0.1%00.0%UnchangedHolders
Q4 20221,425$111.6K<0.1%00.0%UnchangedHolders
Q3 20221,425$91.0K<0.1%−21−1.5%ReducedHolders
Q2 20221,446$102.0K<0.1%−46−3.1%ReducedHolders
Q1 20221,492$115.0K<0.1%+92+6.6%AddedHolders
Q4 20211,400$122.0K<0.1%−55−3.8%ReducedHolders
Q3 20211,455$120.0K<0.1%+1,455NewHolders
Q2 20210$00.0%−1,455−100.0%Sold outHolders
Q1 20211,455$100.0K<0.1%––Holders

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