OTTR — OTTER TAIL CORP

Ownership history in Wealth Forward, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wealth Forward, LLC reported a position in OTTER TAIL CORP (OTTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.3% (2023 Q4)
Avg. % of fund
0.24%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,238 — 0% 0.19% $342K $80.27
2025 Q3 UNCHANGED 4,238 — 0% 0.20% $347K $80.92
2025 Q2 UNCHANGED 4,238 — 0% 0.22% $327K $75.62
2025 Q1 UNCHANGED 4,238 — 0% 0.24% $341K $78.30
2024 Q4 UNCHANGED 4,238 — 0% 0.22% $313K $71.47
2024 Q3 UNCHANGED 4,238 — 0% 0.23% $331K $75.21
2024 Q2 UNCHANGED 4,238 — 0% 0.29% $371K $83.83
2024 Q1 UNCHANGED 4,238 — 0% 0.29% $366K $82.27
2023 Q4 INITIATED 4,238 — — 0.30% $360K —
% of Fund (quarterly)    OTTR price (monthly, adj. close)

Other funds also holding OTTR

As of 2025 Q4 — sorted by position size

Mann Financial Group, Inc. 3.09% Phocas Financial Corp. 3Y 7Y 1.05% DENALI ADVISORS LLC 3Y 7Y 0.8% Buck Wealth Strategies, LLC 0.75% BAYBAN 0.33% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 0.27% VIRTUS ADVISERS, LLC 3Y 7Y 0.26% GABELLI FUNDS LLC 3Y 7Y 0.26% GAMCO INVESTORS, INC. ET AL 3Y 7Y 0.21% VISTA INVESTMENT PARTNERS LLC 0.21%
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