Skip to main content
Equibles

IFP Advisors, Inc

Position in OTTR — Otter Tail Corp

CIK 1641866 TAMPA, FL
Back to OTTR Full portfolio

Position in OTTR

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$24,024
+$7,348 QoQ
Shares Held
267
+40.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 362 holders
Holding Since
Mar 2020
26 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, 2026

IFP Advisors, Inc holds $6,094,254 across 13 Conglomerates names. OTTR ranks #7 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HON
Honeywell International Inc
 20,497 $4,589,278
2 MMM
3M Co
 6,343 $1,026,995
3 VMI
Valmont Industries Inc
 547 $315,947
4 GHC
Graham Holdings Co
 43 $49,081
5 FIP
FTAI Infrastructure Inc.
 8,107 $37,616
6 SEB
Seaboard Corp /De/
 6 $26,785
7 OTTR
Otter Tail Corp
This page 		267 $24,024
8 CODI
Compass Diversified Holdings
 1,000 $10,660

All Filings in OTTR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,024 267
2026-03-31 $16,676 190
2025-12-31 $15,677 194
2025-09-30 $15,902 194
2025-06-30 $26,287 341
2025-03-31 $29,736 370
2024-12-31 $27,394 371
2024-09-30 $28,919 370
2024-06-30 $53,867 615
2024-03-31 $31,968 370
2023-12-31 $31,438 370
2023-09-30 $28,090 370
2023-06-30 $29,215 370
2023-03-31 $26,739 370
2022-12-31 $20 445
2022-09-30 $50,384 819
2022-06-30 $53,704 800
2022-03-31 $33,125 530
2021-12-31 $19,283 270
2021-09-30 $15,111 270
2021-06-30 $13,178 270
2021-03-31 $12,465 270
2020-12-31 $11,504 270
2020-09-30 $9,765 270
2020-06-30 $10,473 270
2020-03-31 $12,004 270