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
Tip: Access up to 7 years of quarterly data
All positions including Otter Tail Corporation held by Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |