Back to OTTR
LIFELONG WEALTH ADVISORS, INC. → OTTR
LIFELONG WEALTH ADVISORS, INC. OTTR Position History
Otter Tail Corporation • Utilities
Quarters held
5
Latest value
$279K
Q3 2026
Peak value
$285K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $259K |
| Q4 2025 | $256K |
| Q1 2026 | $278K |
| Q2 2026 | $285K |
| Q3 2026 | $279K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $279K | 3.2K | — | — |
| Q2 2026 | $285K | 3.2K | — | — |
| Q1 2026 | $278K | 3.2K | — | — |
| Q4 2025 | $256K | 3.2K | — | — |
| Q3 2025 | $259K | 3.2K | — | — |
Other funds holding OTTR
$412.7M
$412.2M
$409.5M
$408.9M
$392.6M
$391.2M
$383.1M
$148.1M