EVOLVE PRIVATE WEALTH, LLC

Position in OTTR — Otter Tail Corp

CIK 2111131 LOS ANGELES, CA

Position in OTTR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$430,914

+$12,076 QoQ

Shares Held

4,789

+0.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#191

of 358 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Industrials · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $2,039,397 across 3 Conglomerates names. OTTR ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	8,313	$1,345,957
2	OTTR	Otter Tail Corp This page	4,789	$430,914
3	GHC	Graham Holdings Co	230	$262,526

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$430,914	4,789	+0.4%	Shares	Defined	2026-08-12
2026-03-31	$418,838	4,772	+3.8%	Shares	Sole	2026-04-16
2025-12-31	$371,483	4,597	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.