Back to OTTR
Wealth Forward, LLC OTTR Position History
Otter Tail Corporation • Utilities
Quarters held
5
Latest value
$373K
Q3 2026
Peak value
$381K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $347K |
| Q4 2025 | $342K |
| Q1 2026 | $372K |
| Q2 2026 | $381K |
| Q3 2026 | $373K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $373K | 4.2K | — | — |
| Q2 2026 | $381K | 4.2K | — | — |
| Q1 2026 | $372K | 4.2K | — | — |
| Q4 2025 | $342K | 4.2K | — | — |
| Q3 2025 | $347K | 4.2K | — | — |
Other funds holding OTTR
$412.7M
$412.2M
$409.5M
$408.9M
$392.6M
$391.2M
$383.1M
$148.1M