Position in OTTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$60,916
+$1,496 QoQ
Shares Held
677
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#283
of 358 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026High Note Wealth, LLC holds $394,185 across 4 Conglomerates names. OTTR ranks #3 (15.5% of the industry book) .
All Filings in OTTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,916 | 677 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $59,420 | 677 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $54,708 | 677 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $97,380 | 1,188 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $91,582 | 1,188 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $95,479 | 1,188 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $87,721 | 1,188 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||