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Austin Wealth Management, LLC: TOTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Austin Wealth Management, LLC on TOTL, newest first. How the timeline and the estimate are built.

Austin Wealth Management, LLC held 253,097 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,097 shares
    Change vs previous 13F -9,598 shares

    2.09% of the 13F portfolio, value $9,910,028.

    13F-HR 0002003112-26-000007 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 262,695 shares
    Change vs previous 13F -127,961 shares

    2.36% of the 13F portfolio, value $10,407,974.

    13F-HR 0002003112-26-000004 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 390,656 shares
    Change vs previous 13F +39,408 shares

    2.33% of the 13F portfolio, value $15,743,418.

    13F-HR 0002003112-26-000001 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 351,248 shares
    Change vs previous 13F +15,540 shares

    2.25% of the 13F portfolio, value $14,348,461.

    13F-HR 0002003112-25-000004 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 335,708 shares
    Change vs previous 13F -32,460 shares

    2.38% of the 13F portfolio, value $13,391,406.

    13F-HR 0001085146-25-004694 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 368,168 shares
    Change vs previous 13F +24,919 shares

    2.94% of the 13F portfolio, value $14,689,917.

    13F-HR 0001085146-25-002519 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 343,249 shares
    Change vs previous 13F +8,247 shares

    2.81% of the 13F portfolio, value $13,548,052.

    13F-HR 0001085146-25-000924 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 335,002 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $13,788,677.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).