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Equibles

IFP Advisors, Inc

Position in OPTT — Ocean Power Technologies, Inc.

CIK 1641866 TAMPA, FL
Back to OPTT Full portfolio

Position in OPTT

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$2,600
-$900 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 81 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in OPTT Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

IFP Advisors, Inc holds $42,325,758 across 57 Specialty Industrial Machinery names. OPTT ranks #49 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GEV
GE Vernova Inc.
 6,840 $8,036,042
2 PH
Parker-Hannifin Corp
 7,037 $6,883,030
3 ETN
Eaton Corp plc
 10,814 $4,608,061
4 HURC
Hurco Companies Inc
 200,068 $4,581,557
5 TWIN
Twin Disc Inc
 120,357 $2,792,282
6 CMI
Cummins Inc
 3,638 $2,594,657
7 OTIS
Otis Worldwide Corp
 26,109 $1,869,404
8 JBTM
JBT MAREL Corp
 9,874 $1,431,730

All Filings in OPTT

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,600 10,000
2026-03-31 $3,500 10,000
2025-12-31 $3,000 10,000
2025-09-30 $5,000 10,000
2025-06-30 $4,700 10,000
2025-03-31 $4,600 10,000
2024-12-31 $10,200 10,000
2024-09-30 $1,600 10,000
2024-06-30 $2,000 10,000
2021-06-30 $0 0
2021-03-31 $0 0
2020-12-31 $26,900 10,000