SHP Wealth Management

Position in OTTR — Otter Tail Corp

CIK 1807060 PLYMOUTH, MA

Position in OTTR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$44,990

+$1,105 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#292

of 358 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SHP Wealth Management holds $354,310 across 6 Conglomerates names. OTTR ranks #3 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	734	$164,342
2	MMM	3M Co	852	$137,947
3	OTTR	Otter Tail Corp This page	500	$44,990
4	SEB	Seaboard Corp /De/	1	$4,464
5	VMI	Valmont Industries Inc	3	$1,732
6	BBUC	Brookfield Business Corp	28	$835

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,990	500	0.0%	Shares	Sole	2026-08-11
2026-03-31	$43,885	500	0.0%	Shares	Sole	2026-05-08
2025-12-31	$40,405	500	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.