Position in OTTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$92,859
-$11,060 QoQ
Shares Held
1,032
-12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#270
of 361 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Covestor Ltd holds $892,426 across 13 Conglomerates names. OTTR ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRC |
Tejon Ranch Co
|
21,399 | $400,161 | |
| 2 | BOC |
BOSTON OMAHA Corp
|
12,541 | $171,059 | |
| 3 | OTTR |
Otter Tail Corp
This page
|
1,032 | $92,859 | |
| 4 | SEB |
Seaboard Corp /De/
|
19 | $84,822 | |
| 5 | GHC |
Graham Holdings Co
|
55 | $62,778 | |
| 6 | VMI |
Valmont Industries Inc
|
45 | $25,992 | |
| 7 | MMM |
3M Co
|
108 | $17,486 | |
| 8 | NNBR |
Nn Inc
|
4,366 | $15,673 |
All Filings in OTTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,859 | 1,032 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $103,919 | 1,184 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $127,760 | 1,581 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $193,613 | 2,362 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $140,072 | 1,817 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $222,464 | 2,768 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $196,414 | 2,660 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $122,164 | 1,563 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $98,451 | 1,124 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $97,200 | 1,125 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $104,598 | 1,231 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $116,081 | 1,529 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $210,744 | 2,669 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $293,416 | 4,060 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $142,430 | 2,426 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,168 | 19 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,706 | 85 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,812 | 45 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,928 | 27 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||