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Johnson Bixby & Associates, LLC: TOTL position timeline

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

Johnson Bixby & Associates, LLC held 58,851 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,851 shares
    Change vs previous 13F -27,670 shares

    0.26% of the 13F portfolio, value $2,322,863.

    13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, 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 86,521 shares
    Change vs previous 13F -14,570 shares

    0.43% of the 13F portfolio, value $3,437,477.

    13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, 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 101,091 shares
    Change vs previous 13F -22,878 shares

    0.5% of the 13F portfolio, value $4,068,895.

    13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, 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 123,969 shares
    Change vs previous 13F +6,668 shares

    0.64% of the 13F portfolio, value $5,029,433.

    13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, 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 117,301 shares
    Change vs previous 13F +41,555 shares

    0.65% of the 13F portfolio, value $4,704,960.

    13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, 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 75,746 shares
    Change vs previous 13F -181,191 shares

    0.46% of the 13F portfolio, value $3,051,789.

    13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, 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 256,937 shares
    Change vs previous 13F -83,869 shares

    1.54% of the 13F portfolio, value $10,120,761.

    13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, 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 340,806 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $14,109,355.

    13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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