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Leeward Financial Partners, LLC: TOTL position timeline

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

Leeward Financial Partners, LLC held 64,911 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,911 shares
    Change vs previous 13F +6,133 shares

    0.67% of the 13F portfolio, value $2,562,037.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 58,778 shares
    Change vs previous 13F -821 shares

    0.69% of the 13F portfolio, value $2,335,250.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 59,599 shares
    Change vs previous 13F -2,027 shares

    0.67% of the 13F portfolio, value $2,398,860.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 61,626 shares
    Change vs previous 13F +2,109 shares

    0.71% of the 13F portfolio, value $2,500,167.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 59,517 shares
    Change vs previous 13F +5,097 shares

    0.76% of the 13F portfolio, value $2,387,227.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 54,420 shares
    Change vs previous 13F +7,697 shares

    0.82% of the 13F portfolio, value $2,192,582.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 46,723 shares
    Change vs previous 13F +4,768 shares

    0.66% of the 13F portfolio, value $1,840,419.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 41,955 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,736,937.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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