Back to OTTR
RBA Wealth Management, LLC → OTTR
RBA Wealth Management, LLC OTTR Position History
Otter Tail Corporation • Utilities
Quarters held
5
Latest value
$481K
Q3 2026
Peak value
$532K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $532K |
| Q4 2025 | $499K |
| Q1 2026 | $530K |
| Q2 2026 | $501K |
| Q3 2026 | $481K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $481K | 5.5K | — | — |
| Q2 2026 | $501K | 5.6K | — | — |
| Q1 2026 | $530K | 6.0K | — | — |
| Q4 2025 | $499K | 6.2K | — | — |
| Q3 2025 | $532K | 6.5K | — | — |
Other funds holding OTTR
$412.7M
$412.2M
$409.5M
$408.9M
$392.6M
$391.2M
$383.1M
$148.1M