Position in OTTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$45,344
+$10,855 QoQ
Shares Held
504
+28.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#293
of 361 holders
Holding Since
Jun 2022
13 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, 2026EverSource Wealth Advisors, LLC holds $1,525,084 across 18 Conglomerates names. OTTR ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
3,672 | $594,528 | |
| 2 | HON |
Honeywell International Inc
|
1,721 | $385,326 | |
| 3 | VMI |
Valmont Industries Inc
|
310 | $179,054 | |
| 4 | GHC |
Graham Holdings Co
|
149 | $170,069 | |
| 5 | DLX |
Deluxe Corp
|
2,450 | $58,503 | |
| 6 | OTTR |
Otter Tail Corp
This page
|
504 | $45,344 | |
| 7 | CODI |
Compass Diversified Holdings
|
2,022 | $21,552 | |
| 8 | PAM |
Pampa Energy Inc.
|
193 | $15,849 |
All Filings in OTTR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,344 | 504 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $34,489 | 393 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $30,381 | 376 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,442 | 164 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,649 | 216 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,802 | 122 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,288 | 31 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $613 | 7 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $531 | 7 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,105 | 14 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $505 | 7 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $13,595 | 221 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $87,604 | 1,305 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||