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PFG Advisors: TOTL position timeline

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

PFG Advisors held 17,935 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,935 shares
    Change vs previous 13F -1,769 shares

    0.04% of the 13F portfolio, value $707,875.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 19,704 shares
    Change vs previous 13F +2,319 shares

    0.04% of the 13F portfolio, value $782,839.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 17,385 shares
    Change vs previous 13F +1,370 shares

    0.03% of the 13F portfolio, value $699,750.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 16,015 shares
    Change vs previous 13F +248 shares

    0.03% of the 13F portfolio, value $649,714.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 15,767 shares
    Change vs previous 13F +2,388 shares

    0.03% of the 13F portfolio, value $632,423.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 13,379 shares
    Change vs previous 13F +1,982 shares

    0.03% of the 13F portfolio, value $539,040.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 11,397 shares
    Change vs previous 13F +869 shares

    0.03% of the 13F portfolio, value $448,928.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 10,528 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $435,859.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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