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Disclosery

MOTCO: TOTL position timeline

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

MOTCO held 26,342 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,342 shares
    Change vs previous 13F -214 shares

    0.09% of the 13F portfolio, value $1,039,719.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 26,556 shares
    Change vs previous 13F -270 shares

    0.1% of the 13F portfolio, value $1,055,070.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 26,826 shares
    Change vs previous 13F +5,394 shares

    0.1% of the 13F portfolio, value $1,079,746.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 21,432 shares
    Change vs previous 13F -283 shares

    0.08% of the 13F portfolio, value $869,496.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 21,715 shares
    Change vs previous 13F +4,175 shares

    0.08% of the 13F portfolio, value $866,212.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 17,540 shares
    Change vs previous 13F -8,882 shares

    0.07% of the 13F portfolio, value $706,686.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 26,422 shares
    Change vs previous 13F +2,098 shares

    0.11% of the 13F portfolio, value $1,040,763.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 24,324 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,007,013.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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