Position in OTTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$438,472
-$35,398 QoQ
Shares Held
4,873
-9.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#189
of 358 holders
Holding Since
Dec 2025
3 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, 2026Bravera Wealth holds $485,425 across 2 Conglomerates names. OTTR ranks #1 (90.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTTR |
Otter Tail Corp
This page
|
4,873 | $438,472 | |
| 2 | MMM |
3M Co
|
290 | $46,953 |
All Filings in OTTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,472 | 4,873 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $473,870 | 5,399 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $387,807 | 4,799 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||