Position in OTTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,289,991
+$56,245 QoQ
Shares Held
25,450
0.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#86
of 362 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026JOHN G ULLMAN & ASSOCIATES INC holds $5,571,245 across 2 Conglomerates names. OTTR ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
14,655 | $3,281,254 | |
| 2 | OTTR |
Otter Tail Corp
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|
25,450 | $2,289,991 |
All Filings in OTTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,289,991 | 25,450 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,233,746 | 25,450 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,016,209 | 24,950 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,692,680 | 20,650 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,229,585 | 15,950 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,281,901 | 15,950 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,185,132 | 16,050 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $250,112 | 3,200 | Shares | Sole | 2024-11-08 | |
| 2021-03-31 | $572,508 | 12,400 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||