Position in OTTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,846
+$803 QoQ
Shares Held
165
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 358 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $181,946 across 5 Conglomerates names. OTTR ranks #3 (8.2% of the industry book) .
All Filings in OTTR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,846 | 165 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,043 | 160 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,929 | 160 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,115 | 160 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,334 | 160 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $12,859 | 160 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $11,814 | 160 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $12,505 | 160 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $14,014 | 160 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,824 | 160 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $13,595 | 160 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $12,147 | 160 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $12,633 | 160 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,563 | 160 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,334 | 159 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,720 | 158 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $10,539 | 157 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $22,250 | 356 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $25,354 | 355 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,675 | 155 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,516 | 154 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,017 | 152 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||