Position in OTTR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$239,796
-$2,888 QoQ
Shares Held
2,665
-3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 360 holders
Holding Since
Mar 2023
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, 2026Crossmark Global Holdings, Inc. holds $5,110,986 across 4 Conglomerates names. OTTR ranks #4 (4.7% 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 | $239,796 | 2,665 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $242,684 | 2,765 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $223,439 | 2,765 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $226,647 | 2,765 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $238,593 | 3,095 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $249,066 | 3,099 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $231,044 | 3,129 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $245,734 | 3,144 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $250,594 | 2,861 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $256,953 | 2,974 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $254,314 | 2,993 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $255,015 | 3,359 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $257,014 | 3,255 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $244,777 | 3,387 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||