Position in OTTR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$454,472
+$37,251 QoQ
Shares Held
5,178
+0.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Modern Wealth Management, LLC holds $32,084,077 across 4 Conglomerates names. OTTR ranks #3 (1.4% of the industry book) .
All Filings in OTTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $454,472 | 5,178 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $417,221 | 5,163 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $367,552 | 4,484 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $345,594 | 4,483 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $360,218 | 4,482 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $330,950 | 4,482 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $378,607 | 4,844 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $424,023 | 4,841 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $418,176 | 4,840 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $410,660 | 4,833 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||