Position in OTTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,429
+$60 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#335
of 362 holders
Holding Since
Mar 2026
2 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, 2026JPL Wealth Management, LLC holds $39,996 across 9 Conglomerates names. OTTR ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
105 | $16,999 | |
| 2 | HON |
Honeywell International Inc
|
67 | $15,001 | |
| 3 | OTTR |
Otter Tail Corp
This page
|
27 | $2,429 | |
| 4 | VMI |
Valmont Industries Inc
|
3 | $1,732 | |
| 5 | BOC |
BOSTON OMAHA Corp
|
120 | $1,636 | |
| 6 | GHC |
Graham Holdings Co
|
1 | $1,141 | |
| 7 | BBUC |
Brookfield Business Corp
|
32 | $955 | |
| 8 | CODI |
Compass Diversified Holdings
|
7 | $74 |
All Filings in OTTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,429 | 27 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,369 | 27 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||