Back to OTTR
Valtinson Bruner Financial Planning LLC → OTTR
Valtinson Bruner Financial Planning LLC OTTR Position History
Otter Tail Corporation • Utilities
Quarters held
5
Latest value
$382K
Q3 2026
Peak value
$423K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $405K |
| Q4 2025 | $389K |
| Q1 2026 | $423K |
| Q2 2026 | $408K |
| Q3 2026 | $382K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $382K | 4.3K | — | — |
| Q2 2026 | $408K | 4.5K | — | — |
| Q1 2026 | $423K | 4.8K | — | — |
| Q4 2025 | $389K | 4.8K | — | — |
| Q3 2025 | $405K | 4.9K | — | — |
Other funds holding OTTR
$412.7M
$412.2M
$409.5M
$408.9M
$392.6M
$391.2M
$383.1M
$148.1M