AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

OTTR holding history

Otter Tail Corp in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTTR overview All 13F holders of OTTR Full Q2 2026 holdings

Shares (Q2 2026): 2,519
Value: $226.7K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2024

Holdings of OTTR by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,519	$226.7K	<0.1%	+2,519	New	Holders
Q1 2025	0	$0	0.0%	−4,662−100.0%	Sold out	Holders
Q4 2024	4,662	$344.3K	<0.1%	+4,662	New	Holders