Position in OTTR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,108
+$4,914 QoQ
Shares Held
79
+216.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#318
of 358 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $142,360 across 6 Conglomerates names. OTTR ranks #4 (5.0% of the industry book) .
All Filings in OTTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,108 | 79 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,194 | 25 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,909 | 36 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,213 | 27 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,081 | 27 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,169 | 27 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,993 | 27 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,110 | 27 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,277 | 26 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,246 | 26 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,209 | 26 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,049 | 27 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,131 | 27 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,951 | 27 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,643 | 28 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,661 | 27 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,215 | 33 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,375 | 22 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $714 | 10 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||