IFG Advisory, LLC

SEC CIK: 0001728319
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

OTIS holding history

Otis Worldwide Corp in every 13F filed by IFG Advisory, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTIS overview All 13F holders of OTIS Full Q2 2026 holdings

Shares (Q2 2026): 1,273
Value: $91.2K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2021

Holdings of OTIS by IFG Advisory, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,273	$91.2K	<0.1%	+1,273	New	Holders
Q2 2021	0	$0	0.0%	−4,465−100.0%	Sold out	Holders
Q1 2021	4,465	$305.0K	<0.1%	–	–	Holders

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