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Disclosery

John W. Brooker & Co., CPAs: TOTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of John W. Brooker & Co., CPAs on TOTL, newest first. How the timeline and the estimate are built.

John W. Brooker & Co., CPAs held 77,886 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,886 shares
    Change vs previous 13F +4,820 shares

    3.71% of the 13F portfolio, value $3,074,178.

    13F-HR 0001798926-26-000003 filed by John W. Brooker & Co., CPAs
    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 73,066 shares
    Change vs previous 13F -2,861 shares

    4.57% of the 13F portfolio, value $2,902,915.

    13F-HR 0001798926-26-000002 filed by John W. Brooker & Co., CPAs
    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 75,927 shares
    Change vs previous 13F +4,661 shares

    5.47% of the 13F portfolio, value $3,056,047.

    13F-HR 0001798926-26-000001 filed by John W. Brooker & Co., CPAs
    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 71,266 shares
    Change vs previous 13F +1,351 shares

    5.87% of the 13F portfolio, value $2,891,275.

    13F-HR 0001798926-25-000012 filed by John W. Brooker & Co., CPAs
    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 69,915 shares
    Change vs previous 13F -71,787 shares

    6.52% of the 13F portfolio, value $2,783,304.

    13F-HR 0001798926-25-000009 filed by John W. Brooker & Co., CPAs
    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 141,702 shares
    Change vs previous 13F +6,876 shares

    2.36% of the 13F portfolio, value $5,709,170.

    13F-HR 0001798926-25-000002 filed by John W. Brooker & Co., CPAs
    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 134,826 shares
    Change vs previous 13F -9,096 shares

    2.29% of the 13F portfolio, value $5,310,780.

    13F-HR 0001798926-25-000001 filed by John W. Brooker & Co., CPAs
    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 143,922 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $5,958,371.

    13F-HR 0001798926-24-000005 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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