Global Retirement Partners, LLC

Pension

Position in OTTR — Otter Tail Corp

CIK 1749744 San Rafael, CA

Position in OTTR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$109,415

+$11,312 QoQ

Shares Held

1,216

+0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#259

of 358 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Global Retirement Partners, LLC holds $5,607,716 across 13 Conglomerates names. OTTR ranks #7 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	14,108	$2,284,226
2	HON	Honeywell International Inc	5,964	$1,335,339
3	VMI	Valmont Industries Inc	1,951	$1,126,897
4	TTI	Tetra Technologies Inc	28,072	$318,055
5	BOC	BOSTON OMAHA Corp	17,213	$234,785
6	CODI	Compass Diversified Holdings	15,000	$159,900
7	OTTR	Otter Tail Corp This page	1,216	$109,415
8	SEB	Seaboard Corp /De/	5	$22,321

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$109,415	1,216	+0.2%	Shares	Sole	2026-08-06
2025-12-31	$98,103	1,214	-3.3%	Shares	Sole	2026-02-06
2025-09-30	$102,954	1,256	-0.9%	Shares	Sole	2025-10-21
2025-06-30	$97,673	1,267	+2.8%	Shares	Sole	2025-08-12
2024-12-31	$90,970	1,232	-14.2%	Shares	Sole	2025-01-31
2024-09-30	$112,237	1,436	-1.4%	Shares	Sole	2024-10-16
2024-06-30	$127,618	1,457	+0.9%	Shares	Sole	2024-07-23
2024-03-31	$124,761	1,444	+0.6%	Shares	Sole	2024-04-23
2023-12-31	$122,016	1,436	-40.3%	Shares	Sole	2024-01-18
2023-09-30	$182,663	2,406	+2.8%	Shares	Sole	2023-10-13
2023-06-30	$184,766	2,340	0.0%	Shares	Sole	2023-07-20
2023-03-31	$169,111	2,340	+21172.7%	Shares	Sole	2023-05-08
2022-12-31	$645	11	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.