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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

OTTR holding history

Otter Tail Corp in every 13F filed by Secure Asset 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2024
Holdings of OTTR by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,246−100.0%Sold outHolders
Q4 20254,246$343.1K0.1%00.0%UnchangedHolders
Q3 20254,246$342.4K0.1%00.0%UnchangedHolders
Q2 20254,246$327.3K0.1%00.0%UnchangedHolders
Q1 20254,246$341.3K0.1%00.0%UnchangedHolders
Q4 20244,246$313.5K<0.1%00.0%UnchangedHolders
Q3 20244,246$331.9K0.1%00.0%UnchangedHolders
Q2 20244,246$371.9K0.1%00.0%UnchangedHolders
Q1 20244,246$366.9K0.1%+4,246NewHolders