Back to OTTR
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → OTTR
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management OTTR Position History
Otter Tail Corporation • Utilities
Quarters held
7
Latest value
$899K
Q3 2026
Peak value
$899K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $328K |
| Q1 2026 | $431K |
| Q1 2026 | $10K |
| Q2 2026 | $496K |
| Q2 2026 | $11K |
| Q3 2026 | $15K |
| Q3 2026 | $899K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $899K | 10.2K | — | — |
| Q3 2026 | $15K | 167 | — | — |
| Q2 2026 | $11K | 118 | — | — |
| Q2 2026 | $496K | 5.5K | — | — |
| Q1 2026 | $10K | 109 | — | — |
| Q1 2026 | $431K | 4.9K | — | — |
| Q4 2025 | $328K | 4.1K | — | — |
Other funds holding OTTR
$412.7M
$412.2M
$409.5M
$408.9M
$392.6M
$391.2M
$383.1M
$148.1M