Financial Perspectives, Inc

Position in OTTR — Otter Tail Corp

CIK 2003287 MINNEAPOLIS, MN

Position in OTTR

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$101,374

+$8,039 QoQ

Shares Held

1,155

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Financial Perspectives, Inc holds $2,812,745 across 5 Conglomerates names. OTTR ranks #3 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	13,926	$2,022,472
2	HON	Honeywell International Inc	2,997	$677,411
3	OTTR	Otter Tail Corp This page	1,155	$101,374
4	PAM	Pampa Energy Inc.	114	$10,089
5	CRESY	Cresud Inc	110	$1,399

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$101,374	1,155	0.0%	Shares	Sole	2026-05-11
2025-12-31	$93,335	1,155	0.0%	Shares	Sole	2026-01-28
2025-09-30	$94,675	1,155	+11.5%	Shares	Sole	2025-10-22
2025-06-30	$79,865	1,036	0.0%	Shares	Sole	2025-07-30
2025-03-31	$83,263	1,036	0.0%	Shares	Sole	2025-04-18
2024-12-31	$76,498	1,036	0.0%	Shares	Sole	2025-02-03
2024-09-30	$80,973	1,036	0.0%	Shares	Sole	2024-10-17
2024-06-30	$90,743	1,036	0.0%	Shares	Sole	2024-08-09
2024-03-31	$89,510	1,036	0.0%	Shares	Sole	2024-04-19
2023-12-31	$88,028	1,036	—	Shares	Sole	2024-02-01
No filing history on record for this holder in this stock.