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Lionsbridge Wealth Management LLC: TOTL position timeline

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

Lionsbridge Wealth Management LLC held 56,045 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,045 shares
    Change vs previous 13F -2,197 shares

    2.17% of the 13F portfolio, value $2,212,096.

    13F-HR 0001800533-26-000005 filed by Lionsbridge Wealth Management 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 58,242 shares
    Change vs previous 13F -1,722 shares

    2.33% of the 13F portfolio, value $2,313,955.

    13F-HR 0001800533-26-000003 filed by Lionsbridge Wealth Management 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 59,964 shares
    Change vs previous 13F +2,471 shares

    2.44% of the 13F portfolio, value $2,413,551.

    13F-HR 0001172661-26-000311 filed by Lionsbridge Wealth Management 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 57,493 shares
    Change vs previous 13F -2,325 shares

    2.3% of the 13F portfolio, value $2,332,491.

    13F-HR 0001172661-25-004334 filed by Lionsbridge Wealth Management 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 59,818 shares
    Change vs previous 13F +25,739 shares

    2.39% of the 13F portfolio, value $2,399,300.

    13F-HR 0001172661-25-002799 filed by Lionsbridge Wealth Management 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 34,079 shares
    Change vs previous 13F +16,138 shares

    1.21% of the 13F portfolio, value $1,356,896.

    13F-HR 0001172661-25-001817 filed by Lionsbridge Wealth Management 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 17,941 shares
    Change vs previous 13F -1,000 shares

    0.59% of the 13F portfolio, value $706,696.

    13F-HR 0001172661-25-000219 filed by Lionsbridge Wealth Management 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 18,941 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $784,157.

    13F-HR 0001172661-24-004444 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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