Strategic Planning, Inc.
- SEC CIK
- 0001925220
- Latest filing
- May 18, 2026
OTIS holding history
Otis Worldwide Corp in every 13F filed by Strategic Planning, Inc., 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 Q1 2026 holdings
- Shares (Q1 2026)
- 3,352
- Value
- $258.4K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,352 | $258.4K | 0.1% | +17+0.5% | Added | Holders |
| Q4 2025 | 3,335 | $291.3K | 0.2% | −166−4.7% | Reduced | Holders |
| Q3 2025 | 3,501 | $320.1K | 0.2% | −43−1.2% | Reduced | Holders |
| Q2 2025 | 3,544 | $350.9K | 0.2% | −15−0.4% | Reduced | Holders |
| Q1 2025 | 3,559 | $367.2K | 0.2% | – | No prior filing | Holders |