Position in OTTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,519
+$62 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#333
of 361 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $8,006,221 across 7 Conglomerates names. OTTR ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
24,667 | $5,522,941 | |
| 2 | MMM |
3M Co
|
15,232 | $2,466,213 | |
| 3 | VMI |
Valmont Industries Inc
|
17 | $9,819 | |
| 4 | GHC |
Graham Holdings Co
|
3 | $3,424 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
28 | $2,519 | |
| 6 | DLX |
Deluxe Corp
|
31 | $740 | |
| 7 | MATW |
Matthews International Corp
|
21 | $565 |
All Filings in OTTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,519 | 28 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,457 | 28 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,262 | 28 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,295 | 28 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,158 | 28 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,250 | 28 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,067 | 28 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,188 | 28 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,452 | 28 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,419 | 28 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,379 | 28 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,125 | 28 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,526 | 32 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,312 | 32 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $42,448 | 690 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $55,382 | 825 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $51,562 | 825 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $67,849 | 950 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $53,171 | 950 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $53,691 | 1,100 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $50,787 | 1,100 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $46,871 | 1,100 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $227,871 | 6,300 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $244,377 | 6,300 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $280,098 | 6,300 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||