Position in OTTR
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$71,093
-$40,101 QoQ
Shares Held
810
-41.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
10 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $224,102 across 3 Conglomerates names. OTTR ranks #2 (31.7% of the industry book) .
All Filings in OTTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,093 | 810 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $111,194 | 1,376 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $93,117 | 1,136 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $87,959 | 1,141 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $96,604 | 1,202 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $57,816 | 783 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $65,029 | 832 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $84,699 | 967 | Shares | Sole | 2024-07-12 | |
| 2022-03-31 | $1,687 | 27 | Shares | Sole | 2022-08-16 | |
| 2021-09-30 | $1,679 | 30 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||