Position in OTTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,623,944
+$180,815 QoQ
Shares Held
40,275
+2.7% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#71
of 362 holders
Holding Since
Sep 2022
14 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, 2026BENJAMIN EDWARDS INC holds $10,647,068 across 3 Conglomerates names. OTTR ranks #2 (34.0% of the industry book) .
All Filings in OTTR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,623,944 | 40,275 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $3,443,129 | 39,229 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,094,538 | 38,294 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,143,385 | 38,348 | Shares | Defined | 2025-10-23 | |
| 2024-12-31 | $2,663,704 | 36,074 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,765,300 | 35,380 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,120,218 | 35,623 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $3,168,201 | 36,669 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,765,421 | 20,777 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,579,743 | 20,808 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,252,463 | 15,862 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,126,111 | 15,582 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $965,544 | 16,446 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $989,856 | 16,090 | Shares | Defined | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||