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Livermore
Livermore
ZHEN

Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Compass Wealth Management 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)
7,741
Value
$554.3K
% of portfolio
0.1%
Quarters held
13
Since Q4 2022
Holdings of OTIS by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,741$554.3K0.1%+7,741NewHolders
Q4 20250$00.0%−9,515−100.0%Sold outHolders
Q3 20259,515$870.0K0.2%00.0%UnchangedHolders
Q2 20259,515$942.2K0.2%−150−1.6%ReducedHolders
Q1 20259,665$997.4K0.3%00.0%UnchangedHolders
Q4 20249,665$895.1K0.2%00.0%UnchangedHolders
Q3 20249,665$1.00M0.2%−443−4.4%ReducedHolders
Q2 202410,108$973.0K0.2%00.0%UnchangedHolders
Q1 202410,108$1.00M0.3%−275−2.6%ReducedHolders
Q4 202310,383$929.0K0.3%00.0%UnchangedHolders
Q3 202310,383$833.9K0.3%−700−6.3%ReducedHolders
Q2 202311,083$986.5K0.3%−37−0.3%ReducedHolders
Q1 202311,120$938.5K0.3%−400−3.5%ReducedHolders
Q4 202211,520$902.1K0.3%–No prior filingHolders