New Potomac Partners, LLC: TOTL position timeline

New Potomac Partners, LLC held 103,265 TOTL shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 103,265 shares

   Change vs previous 13F +15,368 shares

   2.2% of the 13F portfolio, value $4,275,171.

   13F-HR 0001731466-24-000004 filed by New Potomac Partners, LLC
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 87,897 shares

   Change vs previous 13F +1,120 shares

   1.91% of the 13F portfolio, value $3,491,269.

   13F-HR 0001731466-24-000002 filed by New Potomac Partners, LLC
   Filed 2024-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 86,777 shares

   Change vs previous 13F +390 shares

   1.93% of the 13F portfolio, value $3,475,419.

   13F-HR 0001731466-24-000001 filed by New Potomac Partners, LLC
   Filed 2024-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 86,387 shares

   Change vs previous 13F -2,800 shares

   2.07% of the 13F portfolio, value $3,477,077.

   13F-HR 0001940416-24-000002 filed by New Potomac Partners, LLC
   Filed 2024-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 89,187 shares

   Change vs previous 13F +11,765 shares

   2.37% of the 13F portfolio, value $3,447,078.

   13F-HR 0001731466-23-000003 filed by New Potomac Partners, LLC
   Filed 2023-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 77,422 shares

   Change vs previous 13F +5,537 shares

   2.07% of the 13F portfolio, value $3,139,463.

   13F-HR 0001731466-23-000002 filed by New Potomac Partners, LLC
   Filed 2023-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F 71,885 shares

   Change vs previous 13F +22,750 shares

   2.05% of the 13F portfolio, value $2,949,442.

   13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
   Filed 2023-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

8. period ended2022-12-31

   13F 49,135 shares

   Change vs previous 13F not available

   1.46% of the 13F portfolio, value $1,967,365.

   13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
   Filed 2023-01-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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