Linden Thomas Advisory Services, LLC

CIK
1965702
City
Charlotte
State / Country
NC

Top Portfolio Positions

526 positions · $1,032,587,990 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in OTTR

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Shares Held

Position Value (USD)

12 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,989,131 22,663
2025-12-31 $935,456 11,576
2025-09-30 $909,211 11,092
2025-06-30 $819,697 10,633
2025-03-31 $683,868 8,509
2024-12-31 $556,827 7,541
2024-09-30 $482,559 6,174
2024-06-30 $459,059 5,241
2024-03-31 $412,041 4,769
2023-12-31 $395,450 4,654
2023-09-30 $279,309 3,679
2023-06-30 $253,382 3,209