LRI Investments, LLC

Position in OTTR — Otter Tail Corp

CIK 2023325 PALM BEACH GARDENS, FL

Position in OTTR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$179

New position

Shares Held

2

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#355

of 358 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LRI Investments, LLC holds $351,067 across 4 Conglomerates names. OTTR ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	2,153	$348,592
2	VMI	Valmont Industries Inc	2	$1,155
3	GHC	Graham Holdings Co	1	$1,141
4	OTTR	Otter Tail Corp This page	2	$179

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179	2	—	Shares	Sole	2026-07-14
No filing history on record for this holder in this stock.