JONES FINANCIAL COMPANIES LLLP

Position in OTTR — Otter Tail Corp

CIK 815917 DES PERES, MO

Position in OTTR

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

Position Value

$1,067,702

+$477,977 QoQ

Shares Held

11,866

+76.6% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#125

of 358 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $52,556,135 across 19 Conglomerates names. OTTR ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMI	Valmont Industries Inc	72,943	$42,131,876
2	MMM	3M Co	56,860	$9,206,201
3	OTTR	Otter Tail Corp This page	11,866	$1,067,702
4	BOC	BOSTON OMAHA Corp	2,439	$33,267
5	AIAI	AIAI Holdings Corp	1,596	$22,200
6	DLX	Deluxe Corp	887	$21,181
7	TTI	Tetra Technologies Inc	1,692	$19,170
8	GHC	Graham Holdings Co	11	$12,555

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,067,702	11,866	+76.6%	Shares	Sole	2026-08-14
2026-03-31	$589,725	6,719	+1.2%	Shares	Sole	2026-05-15
2025-12-31	$536,335	6,637	+15.6%	Shares	Sole	2026-02-17
2025-09-30	$470,425	5,739	-3.7%	Shares	Sole	2025-11-04
2025-06-30	$459,455	5,960	+7.1%	Shares	Sole	2025-08-13
2025-03-31	$447,259	5,565	+163.0%	Shares	Sole	2025-05-28
2024-12-31	$156,245	2,116	+129.0%	Shares	Sole	2025-02-06
2024-09-30	$72,219	924	+42.8%	Shares	Sole	2024-11-12
2024-06-30	$56,670	647	+203.8%	Shares	Sole	2024-08-14
2023-03-31	$15,393	213	-17.8%	Shares	Sole	2023-05-11
2021-03-31	$11,958	259	0.0%	Shares	Sole	2021-04-30
2020-12-31	$11,035	259	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.