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Livermore
Livermore
ZHEN

Laurel Wealth Advisors LLC

SEC CIK
0001757128
Latest filing
Jul 17, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Laurel Wealth Advisors 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of OTIS by Laurel Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,630−100.0%Sold outHolders
Q4 20252,630$229.7K<0.1%+2,630NewHolders
Q3 20250$00.0%−2,668−100.0%Sold outHolders
Q2 20252,668$264.2K<0.1%+138+5.5%AddedHolders
Q1 20252,530$261.1K<0.1%00.0%UnchangedHolders
Q4 20242,530$234.3K<0.1%−25−1.0%ReducedHolders
Q3 20242,555$265.6K<0.1%00.0%UnchangedHolders
Q2 20242,555$245.9K<0.1%−37−1.4%ReducedHolders
Q1 20242,592$257.3K<0.1%00.0%UnchangedHolders
Q4 20232,592$231.9K<0.1%−17−0.7%ReducedHolders
Q3 20232,609$209.5K<0.1%−62−2.3%ReducedHolders
Q2 20232,671$237.7K<0.1%−255−8.7%ReducedHolders
Q1 20232,926$247.0K0.1%+7+0.2%AddedHolders
Q4 20222,919$228.6K0.1%−38−1.3%ReducedHolders
Q3 20222,957$189.0K<0.1%−90−3.0%ReducedHolders
Q2 20223,047$215.0K0.1%−35−1.1%ReducedHolders
Q1 20223,082$237.0K0.1%−16−0.5%ReducedHolders
Q4 20213,098$270.0K0.1%00.0%UnchangedHolders
Q3 20213,098$255.0K0.1%−470−13.2%ReducedHolders
Q2 20213,568$292.0K0.1%−62−1.7%ReducedHolders
Q1 20213,630$248.0K0.1%––Holders

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