D.A. DAVIDSON & CO.

Position in OTTR — Otter Tail Corp

CIK 1080107 GREAT FALLS, MT

Position in OTTR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$608,894

+$14,955 QoQ

Shares Held

6,767

0.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#163

of 358 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $38,542,883 across 5 Conglomerates names. OTTR ranks #3 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMI	Valmont Industries Inc	33,866	$19,561,001
2	MMM	3M Co	109,718	$17,764,441
3	OTTR	Otter Tail Corp This page	6,767	$608,894
4	HON	Honeywell International Inc	1,721	$385,331
5	SEB	Seaboard Corp /De/	50	$223,216

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$608,894	6,767	0.0%	Shares	Sole	2026-07-24
2026-03-31	$593,939	6,767	+15.3%	Shares	Sole	2026-05-05
2025-12-31	$474,273	5,869	0.0%	Shares	Sole	2026-01-29
2025-09-30	$481,081	5,869	-8.1%	Shares	Sole	2025-10-22
2025-06-30	$492,142	6,384	+3.6%	Shares	Sole	2025-07-30
2025-03-31	$495,159	6,161	-11.5%	Shares	Sole	2025-04-28
2024-12-31	$513,778	6,958	+3.8%	Shares	Sole	2025-01-31
2024-09-30	$524,062	6,705	+0.0%	Shares	Sole	2024-11-13
2024-06-30	$587,028	6,702	+0.0%	Shares	Sole	2024-08-01
2024-03-31	$578,880	6,700	+8.1%	Shares	Sole	2024-05-13
2023-12-31	$526,814	6,200	0.0%	Shares	Sole	2024-02-09
2023-09-30	$470,704	6,200	0.0%	Shares	Sole	2023-11-08
2023-06-30	$489,552	6,200	0.0%	Shares	Sole	2023-08-11
2023-03-31	$448,074	6,200	-14.5%	Shares	Sole	2023-04-25
2022-12-31	$425,647	7,250	+16.9%	Shares	Sole	2023-02-03
2022-09-30	$381,424	6,200	0.0%	Shares	Sole	2022-11-07
2022-06-30	$416,206	6,200	0.0%	Shares	Sole	2022-07-28
2022-03-31	$387,500	6,200	0.0%	Shares	Sole	2022-05-12
2021-12-31	$442,804	6,200	0.0%	Shares	Sole	2022-01-31
2021-09-30	$347,014	6,200	0.0%	Shares	Sole	2021-11-15
2021-06-30	$302,622	6,200	+8.8%	Shares	Sole	2021-08-10
2021-03-31	$263,169	5,700	0.0%	Shares	Sole	2021-05-07
2020-12-31	$242,877	5,700	0.0%	Shares	Sole	2021-02-10
2020-09-30	$206,169	5,700	0.0%	Shares	Sole	2020-11-02
2020-06-30	$221,103	5,700	0.0%	Shares	Sole	2020-08-10
2020-03-31	$253,422	5,700	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.