Allworth Financial LP

Position in OTTR — Otter Tail Corp

CIK 1555170 FOLSOM, CA

Position in OTTR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$114,452

+$6,005 QoQ

Shares Held

1,304

-2.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Allworth Financial LP holds $41,930,170 across 18 Conglomerates names. OTTR ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	152,630	$36,181,399
2	MMM	3M Co	32,452	$4,713,003
3	SEB	Seaboard Corp /De/	64	$361,857
4	VMI	Valmont Industries Inc	334	$133,456
5	MATW	Matthews International Corp	4,626	$119,443
6	OTTR	Otter Tail Corp This page	1,304	$114,452
7	CODI	Compass Diversified Holdings	14,165	$111,336
8	GHC	Graham Holdings Co	76	$80,351

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$114,452	1,304	-2.8%	Shares	Sole	2026-05-15
2025-12-31	$108,447	1,342	+10.5%	Shares	Sole	2026-02-05
2025-09-30	$99,593	1,215	+1.4%	Shares	Sole	2025-12-02
2025-06-30	$92,353	1,198	+84.3%	Shares	Sole	2025-08-07
2025-03-31	$52,240	650	+1.9%	Shares	Sole	2025-04-30
2024-12-31	$47,109	638	+16.6%	Shares	Sole	2025-01-30
2024-09-30	$42,753	547	+132.8%	Shares	Sole	2024-10-23
2024-06-30	$20,583	235	+83.6%	Shares	Sole	2024-07-24
2024-03-31	$11,059	128	+0.8%	Shares	Sole	2024-04-25
2023-12-31	$10,791	127	0.0%	Shares	Sole	2024-01-24
2023-09-30	$9,641	127	0.0%	Shares	Sole	2023-10-31
2023-06-30	$10,027	127	+0.8%	Shares	Sole	2023-07-18
2023-03-31	$9,106	126	+0.8%	Shares	Sole	2023-04-18
2022-12-31	$7,338	125	-65.9%	Shares	Sole	2023-01-13
2022-09-30	$22,577	367	+4.9%	Shares	Sole	2022-11-14
2022-06-30	$23,495	350	+0.3%	Shares	Sole	2022-07-13
2022-03-31	$21,812	349	-0.6%	Shares	Sole	2022-04-22
2021-12-31	$25,068	351	+2.0%	Shares	Sole	2022-01-21
2021-09-30	$19,253	344	+186.7%	Shares	Sole	2021-11-02
2021-06-30	$5,857	120	+0.8%	Shares	Sole	2021-08-02
2021-03-31	$5,494	119	+0.8%	Shares	Sole	2021-04-29
2020-12-31	$5,027	118	+0.9%	Shares	Sole	2021-01-26
2020-09-30	$4,231	117	+0.9%	Shares	Sole	2020-11-03
2020-06-30	$4,499	116	+0.9%	Shares	Sole	2020-07-24
2020-03-31	$5,112	115	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.