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Morling Financial Advisors, LLC: TOTL position timeline

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

Morling Financial Advisors, LLC held 1,147,703 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 1,147,703 shares
    Change vs previous 13F +45,461 shares

    12.62% of the 13F portfolio, value $45,299,841.

    13F-HR 0001398344-26-013695 filed by Morling Financial Advisors, 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 1,102,242 shares
    Change vs previous 13F +91,236 shares

    13.5% of the 13F portfolio, value $43,792,094.

    13F-HR 0001398344-26-008544 filed by Morling Financial Advisors, 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 1,011,006 shares
    Change vs previous 13F +68,964 shares

    12.83% of the 13F portfolio, value $40,692,983.

    13F-HR 0001398344-26-002388 filed by Morling Financial Advisors, 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 942,042 shares
    Change vs previous 13F +48,780 shares

    12.68% of the 13F portfolio, value $38,218,647.

    13F-HR 0001398344-25-020301 filed by Morling Financial Advisors, 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 893,262 shares
    Change vs previous 13F -17,746 shares

    11.75% of the 13F portfolio, value $35,828,748.

    13F-HR 0001398344-25-014968 filed by Morling Financial Advisors, 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 911,008 shares
    Change vs previous 13F -56,494 shares

    12.64% of the 13F portfolio, value $36,704,500.

    13F-HR 0001398344-25-008787 filed by Morling Financial Advisors, 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 967,502 shares
    Change vs previous 13F -5,803 shares

    13.29% of the 13F portfolio, value $38,109,886.

    13F-HR 0001398344-25-002229 filed by Morling Financial Advisors, 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 973,305 shares
    Change vs previous 13F not available

    15.35% of the 13F portfolio, value $40,294,818.

    13F-HR 0001398344-24-019000 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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