Position in OTTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$236,016
-$135,776 QoQ
Shares Held
2,623
-38.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#241
of 361 holders
Holding Since
Jun 2023
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 Jun 30, 2026Independent Advisor Alliance holds $5,427,159 across 3 Conglomerates names. OTTR ranks #3 (4.3% of the industry book) .
All Filings in OTTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,016 | 2,623 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $371,792 | 4,236 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $342,310 | 4,236 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $348,781 | 4,255 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $326,476 | 4,235 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $340,366 | 4,235 | Shares | Sole | 2025-05-12 | |
| 2024-06-30 | $227,821 | 2,601 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $224,726 | 2,601 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $222,706 | 2,621 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $203,006 | 2,571 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||