Position in OTTR
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$16,676
+$999 QoQ
Shares Held
190
-2.1% QoQ
Ownership
0.000%
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 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, 2026IFP Advisors, Inc holds $6,191,141 across 14 Conglomerates names. OTTR ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
16,017 | $3,796,877 | |
| 2 | MMM |
3M Co
|
14,723 | $2,138,221 | |
| 3 | VMI |
Valmont Industries Inc
|
317 | $126,663 | |
| 4 | GHC |
Graham Holdings Co
|
44 | $46,519 | |
| 5 | FIP |
FTAI Infrastructure Inc.
|
8,119 | $40,107 | |
| 6 | OTTR |
Otter Tail Corp
This page
|
190 | $16,676 | |
| 7 | DLX |
Deluxe Corp
|
425 | $11,704 | |
| 8 | TTI |
Tetra Technologies Inc
|
940 | $8,008 |
All Filings in OTTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,676 | 190 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,677 | 194 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,902 | 194 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $26,287 | 341 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $29,736 | 370 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $27,394 | 371 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $28,919 | 370 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $53,867 | 615 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $31,968 | 370 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $31,438 | 370 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $28,090 | 370 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $29,215 | 370 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,739 | 370 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $26,125 | 445 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $50,384 | 819 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $53,704 | 800 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $50,000 | 800 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $19,283 | 270 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $15,111 | 270 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $13,178 | 270 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $12,465 | 270 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $11,504 | 270 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $9,765 | 270 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $10,473 | 270 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $12,004 | 270 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||