Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in OTTR — Otter Tail Corp

CIK 1510434 Seattle, WA

Back to OTTR Full portfolio

Position in OTTR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$506,406

+$65,363 QoQ

Shares Held

5,628

+12.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#174

of 358 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in OTTR Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $2,787,110 across 4 Conglomerates names. OTTR ranks #4 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	4,972	$1,113,230
2	VMI	Valmont Industries Inc	1,085	$626,696
3	MMM	3M Co	3,340	$540,778
4	OTTR	Otter Tail Corp This page	5,628	$506,406

All Filings in OTTR

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,406	5,628	+12.0%	Shares	Sole	2026-07-15
2026-03-31	$441,043	5,025	+23.9%	Shares	Sole	2026-05-04
2025-12-31	$327,684	4,055	-50.4%	Shares	Sole	2026-01-16
2024-12-31	$603,863	8,178	+10.9%	Shares	Sole	2025-01-22
2024-09-30	$576,195	7,372	+130.4%	Shares	Sole	2024-11-01
2024-06-30	$280,200	3,199	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.