Pinnacle Wealth Planning Services, Inc.
Position in OTTR — Otter Tail Corp
CIK 1726752
MANSFIELD, OH
Position in OTTR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$177,470
+$17,386 QoQ
Shares Held
2,022
+2.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $745,709 across 7 Conglomerates names. OTTR ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
1,817 | $430,725 | |
| 2 | OTTR |
Otter Tail Corp
This page
|
2,022 | $177,470 | |
| 3 | MMM |
3M Co
|
532 | $77,262 | |
| 4 | DLX |
Deluxe Corp
|
1,030 | $28,366 | |
| 5 | MATW |
Matthews International Corp
|
667 | $17,221 | |
| 6 | BBUC |
Brookfield Business Corp
|
413 | $13,067 | |
| 7 | VMI |
Valmont Industries Inc
|
4 | $1,598 |
All Filings in OTTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,470 | 2,022 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $160,084 | 1,981 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $52,282 | 1,227 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||