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SeaCrest Wealth Management, LLC

SEC CIK
0001728121
Latest filing
Jul 9, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by SeaCrest 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of OTIS by SeaCrest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,558−100.0%Sold outHolders
Q2 20252,558$253.3K<0.1%−20−0.8%ReducedHolders
Q1 20252,578$266.0K<0.1%−202−7.3%ReducedHolders
Q4 20242,780$257.5K<0.1%+778+38.9%AddedHolders
Q3 20242,002$208.1K<0.1%−150−7.0%ReducedHolders
Q2 20242,152$207.1K<0.1%+56+2.7%AddedHolders
Q1 20242,096$208.1K<0.1%−2,377−53.1%ReducedHolders
Q4 20234,473$391.5K<0.1%−317−6.6%ReducedHolders
Q3 20234,790$384.7K<0.1%+50+1.1%AddedHolders
Q2 20234,740$421.9K0.1%+11+0.2%AddedHolders
Q1 20234,729$399.1K0.1%+13+0.3%AddedHolders
Q4 20224,716$369.3K0.1%−97−2.0%ReducedHolders
Q3 20224,813$307.0K<0.1%+113+2.4%AddedHolders
Q2 20224,700$332.0K<0.1%+88+1.9%AddedHolders
Q1 20224,612$355.0K<0.1%−197−4.1%ReducedHolders
Q4 20214,809$419.0K<0.1%−40−0.8%ReducedHolders
Q3 20214,849$399.0K<0.1%−88−1.8%ReducedHolders
Q2 20214,937$404.0K<0.1%+253+5.4%AddedHolders
Q1 20214,684$321.0K<0.1%––Holders

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