Position in OTTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$131,567
+$9,514 QoQ
Shares Held
1,499
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Advisory Services Network, LLC holds $10,168,209 across 13 Conglomerates names. OTTR ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
24,531 | $5,815,139 | |
| 2 | MMM |
3M Co
|
27,175 | $3,946,620 | |
| 3 | OTTR |
Otter Tail Corp
This page
|
1,499 | $131,567 | |
| 4 | DLX |
Deluxe Corp
|
3,110 | $85,647 | |
| 5 | GHC |
Graham Holdings Co
|
71 | $75,065 | |
| 6 | VMI |
Valmont Industries Inc
|
162 | $64,729 | |
| 7 | TTI |
Tetra Technologies Inc
|
4,000 | $34,080 | |
| 8 | BBUC |
Brookfield Business Corp
|
276 | $8,732 |
All Filings in OTTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,567 | 1,499 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $122,053 | 1,489 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $37,216 | 438 | Shares | Sole | 2024-02-09 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $868 | 24 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||