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Disclosery

M Wealth Management, LLC: TOTL position timeline

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

M Wealth Management, LLC held 284,278 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 284,278 shares
    Change vs previous 13F +5,985 shares

    8.81% of the 13F portfolio, value $11,220,435.

    13F-HR 0001172661-26-002811 filed by M 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 278,293 shares
    Change vs previous 13F +3,904 shares

    9.31% of the 13F portfolio, value $11,056,584.

    13F-HR 0001172661-26-002210 filed by M 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 274,389 shares
    Change vs previous 13F +1,047 shares

    9.61% of the 13F portfolio, value $11,044,173.

    13F-HR 0001172661-26-000383 filed by M 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 273,342 shares
    Change vs previous 13F +4,083 shares

    9.74% of the 13F portfolio, value $11,089,484.

    13F-HR 0001172661-25-004346 filed by M 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 269,259 shares
    Change vs previous 13F -1,989 shares

    9.96% of the 13F portfolio, value $10,799,991.

    13F-HR 0001172661-25-003023 filed by M 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 271,248 shares
    Change vs previous 13F -9,602 shares

    10.18% of the 13F portfolio, value $10,928,570.

    13F-HR 0001172661-25-001922 filed by M 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 280,850 shares
    Change vs previous 13F not available

    10.1% of the 13F portfolio, value $11,062,671.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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