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Livermore
Livermore
ZHEN

Larson Financial Group LLC

SEC CIK
0001731061
Latest filing
Aug 14, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Larson Financial Group 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)
10,174
Value
$728.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Larson Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,174$728.5K<0.1%−2,890−22.1%ReducedHolders
Q1 202613,064$1.01M<0.1%+4,351+49.9%AddedHolders
Q4 20258,713$761.0K<0.1%+1,154+15.3%AddedHolders
Q3 20257,559$691.1K<0.1%+405+5.7%AddedHolders
Q2 20257,154$708.4K<0.1%+647+9.9%AddedHolders
Q1 20256,507$671.5K<0.1%−256−3.8%ReducedHolders
Q4 20246,763$626.3K<0.1%+368+5.8%AddedHolders
Q3 20246,395$664.7K<0.1%+2,230+53.5%AddedHolders
Q2 20244,165$401.0K<0.1%+288+7.4%AddedHolders
Q1 20243,877$384.9K<0.1%+2,124+121.2%AddedHolders
Q4 20231,753$156.9K<0.1%+823+88.5%AddedHolders
Q3 2023930$74.7K<0.1%+890+2,225.0%AddedHolders
Q2 202340$3.52K<0.1%+1+2.6%AddedHolders
Q1 202339$3.33K<0.1%00.0%UnchangedHolders
Q4 202239$3.08K<0.1%00.0%UnchangedHolders
Q3 202239$2.00K<0.1%00.0%UnchangedHolders
Q2 202239$3.00K<0.1%−50−56.2%ReducedHolders
Q1 202289$7.00K<0.1%00.0%UnchangedHolders
Q4 202189$8.00K<0.1%00.0%UnchangedHolders
Q3 202189$7.00K<0.1%+1+1.1%AddedHolders
Q2 202188$7.00K<0.1%00.0%UnchangedHolders
Q1 202188$6.00K<0.1%––Holders

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