Position in OTTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$465,555
+$11,083 QoQ
Shares Held
5,174
-0.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#185
of 361 holders
Holding Since
Dec 2023
11 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, 2026Modern Wealth Management, LLC holds $16,715,455 across 4 Conglomerates names. OTTR ranks #3 (2.8% of the industry book) .
All Filings in OTTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,555 | 5,174 | Shares | Other | 2026-08-14 | |
| 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 | 2025-06-02 | |
| 2024-12-31 | $331,393 | 4,488 | Shares | Sole | 2025-05-30 | |
| 2024-09-30 | $378,606 | 4,844 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $424,022 | 4,841 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $417,570 | 4,833 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $410,659 | 4,833 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||