MJT & Associates Financial Advisory Group, Inc.
Position in OTTR — Otter Tail Corp
CIK 2065777
MONTEVICEO, MN
Position in OTTR
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$37,791
+$928 QoQ
Shares Held
420
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#296
of 358 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026MJT & Associates Financial Advisory Group, Inc. holds $240,988 across 2 Conglomerates names. OTTR ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
1,255 | $203,197 | |
| 2 | OTTR |
Otter Tail Corp
This page
|
420 | $37,791 |
All Filings in OTTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,791 | 420 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $36,863 | 420 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $33,940 | 420 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $34,427 | 420 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $32,377 | 420 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $33,755 | 420 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||