Lido Advisors, LLC

Position in OTTR — Otter Tail Corp

CIK 1650150 Los Angeles, CA

Position in OTTR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$558,145

+$82,783 QoQ

Shares Held

6,203

+14.5% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#167

of 358 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Industrials · as of Jun 30, 2026

Lido Advisors, LLC holds $19,552,470 across 4 Conglomerates names. OTTR ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	47,932	$10,731,973
2	MMM	3M Co	47,324	$7,662,226
3	VMI	Valmont Industries Inc	1,039	$600,126
4	OTTR	Otter Tail Corp This page	6,203	$558,145

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$558,145	6,203	+14.5%	Shares	Defined	2026-08-07
2026-03-31	$475,362	5,416	+14.3%	Shares	Defined	2026-05-13
2025-12-31	$382,796	4,737	+2.8%	Shares	Defined	2026-02-10
2025-09-30	$377,798	4,609	+24.0%	Shares	Sole	2025-11-14
2025-06-30	$286,619	3,718	—	Shares	Defined	2025-08-13
No filing history on record for this holder in this stock.