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Ballew Advisors, Inc: TOTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballew Advisors, Inc on TOTL, newest first. How the timeline and the estimate are built.

Ballew Advisors, Inc held 325,499 TOTL shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 325,499 shares
    Change vs previous 13F +37,468 shares

    6.03% of the 13F portfolio, value $12,137,876.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 288,031 shares
    Change vs previous 13F +14,973 shares

    5.85% of the 13F portfolio, value $11,329,709.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 273,058 shares
    Change vs previous 13F +8,923 shares

    6.13% of the 13F portfolio, value $10,867,701.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 264,135 shares
    Change vs previous 13F +68,293 shares

    6% of the 13F portfolio, value $10,649,942.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 195,842 shares
    Change vs previous 13F -7,796 shares

    4.45% of the 13F portfolio, value $7,964,905.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 203,638 shares
    Change vs previous 13F -8,965 shares

    4.81% of the 13F portfolio, value $8,100,711.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 212,603 shares
    Change vs previous 13F +5,846 shares

    5.63% of the 13F portfolio, value $8,391,459.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 206,757 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $8,067,669.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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