EverSource Wealth Advisors, LLC

Position in OTTR — Otter Tail Corp

CIK 1710537 BIRMINGHAM, AL

Position in OTTR

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$34,489

+$4,108 QoQ

Shares Held

393

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $2,458,364 across 19 Conglomerates names. OTTR ranks #7 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	4,901	$1,161,790
2	MMM	3M Co	4,443	$645,250
3	GHC	Graham Holdings Co	210	$222,022
4	VMI	Valmont Industries Inc	426	$170,211
5	DLX	Deluxe Corp	2,347	$64,633
6	TTI	Tetra Technologies Inc	4,944	$42,119
7	OTTR	Otter Tail Corp This page	393	$34,489
8	CODI	Compass Diversified Holdings	3,513	$27,608

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,489	393	+4.5%	Shares	Sole	2026-05-18
2025-12-31	$30,381	376	+129.3%	Shares	Sole	2026-02-06
2025-09-30	$13,442	164	-24.1%	Shares	Sole	2025-11-10
2025-06-30	$16,649	216	+77.0%	Shares	Sole	2025-08-13
2025-03-31	$9,802	122	+293.5%	Shares	Sole	2025-05-13
2024-12-31	$2,288	31	+342.9%	Shares	Sole	2025-02-10
2024-06-30	$613	7	0.0%	Shares	Sole	2024-08-13
2023-09-30	$531	7	-50.0%	Shares	Sole	2023-11-03
2023-06-30	$1,105	14	+100.0%	Shares	Sole	2023-08-04
2023-03-31	$505	7	-96.8%	Shares	Sole	2023-05-11
2022-09-30	$13,595	221	-83.1%	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.