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Journey Advisory Group, LLC: TOTL position timeline

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

Journey Advisory Group, LLC held 267,195 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 267,195 shares
    Change vs previous 13F -246,681 shares

    0.81% of the 13F portfolio, value $10,546,187.

    13F-HR 0001765380-26-000267 filed by Journey Advisory Group, 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 513,876 shares
    Change vs previous 13F +317,523 shares

    1.75% of the 13F portfolio, value $20,416,293.

    13F-HR 0001765380-26-000165 filed by Journey Advisory Group, 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 196,353 shares
    Change vs previous 13F +4,771 shares

    0.66% of the 13F portfolio, value $7,903,208.

    13F-HR 0001765380-26-000040 filed by Journey Advisory Group, 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 191,582 shares
    Change vs previous 13F +73 shares

    0.58% of the 13F portfolio, value $7,772,482.

    13F-HR 0001765380-25-000453 filed by Journey Advisory Group, 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 191,509 shares
    Change vs previous 13F +33,235 shares

    0.6% of the 13F portfolio, value $7,681,426.

    13F-HR 0001765380-25-000270 filed by Journey Advisory Group, 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 158,274 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $6,376,860.

    13F-HR 0001765380-25-000221 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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