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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

OTTR holding history

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

OTTR overviewAll 13F holders of OTTRFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2022
Holdings of OTTR by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−19−100.0%Sold outHolders
Q4 202519$1.53K<0.1%00.0%UnchangedHolders
Q3 202519$1.56K<0.1%+19NewHolders
Q3 20240$00.0%−3,757−100.0%Sold outHolders
Q2 20243,757$329.1K0.1%+639+20.5%AddedHolders
Q1 20243,118$269.4K0.1%+107+3.6%AddedHolders
Q4 20233,011$255.8K0.1%+3,011NewHolders
Q4 20220$00.0%−3,801−100.0%Sold outHolders
Q3 20223,801$234.0K0.1%+3,801NewHolders