Skip to content
Disclosery

Pointe Capital Management LLC: TOTL position timeline

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

Pointe Capital Management LLC held 39,926 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,926 shares
    Change vs previous 13F +3,191 shares

    0.71% of the 13F portfolio, value $1,575,879.

    13F-HR 0001640335-26-000004 filed by Pointe Capital 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 36,735 shares
    Change vs previous 13F +3,087 shares

    0.72% of the 13F portfolio, value $1,459,482.

    13F-HR 0001640335-26-000003 filed by Pointe Capital 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 33,648 shares
    Change vs previous 13F +2,057 shares

    0.67% of the 13F portfolio, value $1,354,332.

    13F-HR 0001640335-26-000001 filed by Pointe Capital 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 31,591 shares
    Change vs previous 13F +701 shares

    0.63% of the 13F portfolio, value $1,281,647.

    13F-HR 0001640335-25-000006 filed by Pointe Capital 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 30,890 shares
    Change vs previous 13F +594 shares

    0.64% of the 13F portfolio, value $1,238,997.

    13F-HR 0001640335-25-000005 filed by Pointe Capital 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 30,296 shares
    Change vs previous 13F +1,363 shares

    0.71% of the 13F portfolio, value $1,220,626.

    13F-HR 0001640335-25-000002 filed by Pointe Capital 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/A 28,933 shares
    Change vs previous 13F +975 shares

    0.65% of the 13F portfolio, value $1,139,670.

    13F-HR/A 0001640335-25-000001 filed by Pointe Capital Management 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 27,958 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,157,461.

    13F-HR 0001639695-24-000005 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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