Position in OTTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$69,554
+$69,481 QoQ
Shares Held
773
+77200.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#278
of 358 holders
Holding Since
Mar 2024
5 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, 2026TFC Financial Management, Inc. holds $1,440,516 across 5 Conglomerates names. OTTR ranks #4 (4.8% of the industry book) .
All Filings in OTTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,554 | 773 | Shares | Sole | 2026-07-23 | |
| 2024-12-31 | $73 | 1 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $78 | 1 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $87 | 1 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $86 | 1 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||