Steward Partners Investment Advisory, LLC
Position in OTTR — Otter Tail Corp
CIK 1723397
STAMFORD, CT
Position in OTTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$377,286
+$70,881 QoQ
Shares Held
4,193
+20.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 358 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $18,073,678 across 11 Conglomerates names. OTTR ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
40,083 | $8,974,583 | |
| 2 | MMM |
3M Co
|
48,057 | $7,780,908 | |
| 3 | VMI |
Valmont Industries Inc
|
952 | $549,875 | |
| 4 | OTTR |
Otter Tail Corp
This page
|
4,193 | $377,286 | |
| 5 | GHC |
Graham Holdings Co
|
143 | $163,223 | |
| 6 | BBUC |
Brookfield Business Corp
|
5,150 | $153,727 | |
| 7 | SEB |
Seaboard Corp /De/
|
11 | $49,107 | |
| 8 | RCMT |
Rcm Technologies, Inc.
|
650 | $18,349 |
All Filings in OTTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,286 | 4,193 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $306,405 | 3,491 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $306,350 | 3,791 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $310,748 | 3,791 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $307,666 | 3,991 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $320,756 | 3,991 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $294,695 | 3,991 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $311,936 | 3,991 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $349,571 | 3,991 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $356,486 | 4,126 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $303,003 | 3,566 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $361,834 | 4,766 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $226,299 | 2,866 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $207,125 | 2,866 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $168,262 | 2,866 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $176,316 | 2,866 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $192,394 | 2,866 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $179,125 | 2,866 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $204,689 | 2,866 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $160,410 | 2,866 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $139,889 | 2,866 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $201,578 | 4,366 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $186,035 | 4,366 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $132,599 | 3,666 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $211,599 | 5,455 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $242,529 | 5,455 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||