Position in OTTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$89
+$2 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#357
of 358 holders
Holding Since
Mar 2021
15 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $52,604 across 4 Conglomerates names. OTTR ranks #4 (0.2% of the industry book) .
All Filings in OTTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89 | 1 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $87 | 1 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,209 | 14 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,189 | 14 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,062 | 14 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,105 | 14 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,011 | 14 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $821 | 14 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $861 | 14 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $939 | 14 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $875 | 14 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $999 | 14 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $783 | 14 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $683 | 14 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $646 | 14 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||