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Otter Tail Corporation shares owned by Lifelong Wealth Advisors

Quarter-by-quarter ownership of Otter Tail Corporation (OTTR) shares owned by Lifelong Wealth Advisors from 13F filings

Historical chart of Lifelong Wealth Advisors investment in Otter Tail Corporation

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All positions including Otter Tail Corporation held by Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Otter Tail Corporation by Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 3.2k 81.97
2025-06-30 $244k 3.2k 77.09
2025-03-31 $255k 3.2k 80.37
2024-12-31 $234k 3.2k 73.84