Position in OTTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$89,980
+$54,857 QoQ
Shares Held
1,000
+149.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#269
of 358 holders
Holding Since
Jun 2024
2 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, 2026Johnson Financial Group, Inc. holds $1,975,206 across 3 Conglomerates names. OTTR ranks #2 (4.6% of the industry book) .
All Filings in OTTR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,980 | 1,000 | Shares | Defined | 2026-08-10 | |
| 2024-06-30 | $35,123 | 401 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||