Position in OTTR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,357,941
+$443,957 QoQ
Shares Held
26,865
+13.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $114,176,959 across 7 Conglomerates names. OTTR ranks #3 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
281,380 | $66,701,973 | |
| 2 | MMM |
3M Co
|
284,420 | $41,306,316 | |
| 3 | OTTR |
Otter Tail Corp
This page
|
26,865 | $2,357,941 | |
| 4 | VMI |
Valmont Industries Inc
|
4,505 | $1,800,062 | |
| 5 | GHC |
Graham Holdings Co
|
913 | $965,278 | |
| 6 | SEB |
Seaboard Corp /De/
|
139 | $785,908 | |
| 7 | DLX |
Deluxe Corp
|
9,422 | $259,481 |
All Filings in OTTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,357,941 | 26,865 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,913,984 | 23,685 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,319,013 | 28,291 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,715,175 | 22,249 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,679,009 | 20,891 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,440,618 | 19,510 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,339,896 | 17,143 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,470,110 | 16,784 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,443,916 | 16,712 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,335,813 | 15,721 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,033,043 | 13,607 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,108,124 | 14,034 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $899,038 | 12,440 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $727,358 | 12,389 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $791,147 | 12,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $847,583 | 12,626 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $785,937 | 12,575 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $892,892 | 12,502 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $766,956 | 13,703 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $706,134 | 14,467 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $659,076 | 14,275 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $614,691 | 14,426 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $508,477 | 14,058 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $581,151 | 14,982 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $605,723 | 13,624 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||