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Disclosery

Finivi Inc.: TOTL position timeline

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

Finivi Inc. held 261,512 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,512 shares
    Change vs previous 13F -2,961 shares

    5.29% of the 13F portfolio, value $10,321,888.

    13F-HR 0002085853-26-000668 filed by Finivi 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 264,473 shares
    Change vs previous 13F +33,774 shares

    5.74% of the 13F portfolio, value $10,507,521.

    13F-HR 0002085853-26-000338 filed by Finivi 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 230,699 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $9,285,651.

    13F-HR 0002085853-26-000104 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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