Skip to main content

Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Summit Financial, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of OTIS by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,269−100.0%Sold outHolders
Q3 20252,269$207.4K<0.1%+2,269NewHolders