RBA Wealth Management, LLC
- SEC CIK
- 0001776296
- Latest filing
- Jul 23, 2026
OTTR holding history
Otter Tail Corp in every 13F filed by RBA 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 overviewAll 13F holders of OTTRFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,569
- Value
- $501.1K
- % of portfolio
- 0.2%
- Quarters held
- 16
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,569 | $501.1K | 0.2% | −473−7.8% | Reduced | Holders |
| Q1 2026 | 6,042 | $530.3K | 0.2% | −132−2.1% | Reduced | Holders |
| Q4 2025 | 6,174 | $498.9K | 0.2% | −311−4.8% | Reduced | Holders |
| Q3 2025 | 6,485 | $531.6K | 0.2% | −336−4.9% | Reduced | Holders |
| Q2 2025 | 6,821 | $525.8K | 0.2% | −273−3.8% | Reduced | Holders |
| Q1 2025 | 7,094 | $570.1K | 0.2% | −432−5.7% | Reduced | Holders |
| Q4 2024 | 7,526 | $555.7K | 0.2% | −580−7.2% | Reduced | Holders |
| Q3 2024 | 8,106 | $633.5K | 0.2% | −1,775−18.0% | Reduced | Holders |
| Q2 2024 | 9,881 | $865.5K | 0.3% | −2,171−18.0% | Reduced | Holders |
| Q1 2024 | 12,052 | $1.04M | 0.4% | −11,952−49.8% | Reduced | Holders |
| Q4 2023 | 24,004 | $2.04M | 0.9% | +585+2.5% | Added | Holders |
| Q3 2023 | 23,419 | $1.78M | 0.9% | +5,364+29.7% | Added | Holders |
| Q2 2023 | 18,055 | $1.43M | 0.7% | +782+4.5% | Added | Holders |
| Q1 2023 | 17,273 | $1.25M | 0.6% | +5,753+49.9% | Added | Holders |
| Q4 2022 | 11,520 | $676.3K | 0.4% | +7,764+206.7% | Added | Holders |
| Q3 2022 | 3,756 | $231.0K | 0.1% | +3,756 | New | Holders |