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Litman Gregory Wealth Management LLC: TOTL position timeline

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

Litman Gregory Wealth Management LLC held 175,958 TOTL shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 175,958 shares
    Change vs previous 13F -17,007 shares

    0.52% of the 13F portfolio, value $7,082,322.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 192,965 shares
    Change vs previous 13F +18,368 shares

    0.58% of the 13F portfolio, value $7,828,591.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 174,597 shares
    Change vs previous 13F +16,287 shares

    0.55% of the 13F portfolio, value $7,003,091.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 158,310 shares
    Change vs previous 13F -20,080 shares

    0.55% of the 13F portfolio, value $6,378,319.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 178,390 shares
    Change vs previous 13F -47,375 shares

    0.61% of the 13F portfolio, value $7,026,782.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 225,765 shares
    Change vs previous 13F +16,050 shares

    0.78% of the 13F portfolio, value $9,346,654.

    13F-HR 0001214659-24-017769 filed by Litman Gregory 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 ended2024-06-30
    13F 209,715 shares
    Change vs previous 13F +1,651 shares

    0.74% of the 13F portfolio, value $8,329,882.

    13F-HR 0001214659-24-013144 filed by Litman Gregory 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 ended2024-03-31
    13F 208,064 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $8,332,962.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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