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Bedel Financial Consulting, Inc.: TOTL position timeline

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

Bedel Financial Consulting, Inc. held 264,075 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,075 shares
    Change vs previous 13F +10,600 shares

    1% of the 13F portfolio, value $10,423,041.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, Inc.
    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 253,475 shares
    Change vs previous 13F +25,376 shares

    1.16% of the 13F portfolio, value $10,070,576.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, Inc.
    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 228,099 shares
    Change vs previous 13F +20,085 shares

    0.99% of the 13F portfolio, value $9,180,996.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 208,014 shares
    Change vs previous 13F -7,501 shares

    1.08% of the 13F portfolio, value $8,439,131.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 215,515 shares
    Change vs previous 13F +548 shares

    1.18% of the 13F portfolio, value $8,644,303.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 214,967 shares
    Change vs previous 13F +13,058 shares

    1.23% of the 13F portfolio, value $8,557,846.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, Inc.
    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 201,909 shares
    Change vs previous 13F -740 shares

    1.12% of the 13F portfolio, value $8,035,959.

    13F-HR 0001765380-25-000052 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 202,649 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $8,389,682.

    13F-HR 0001765380-24-000437 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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