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Disclosery

SK Wealth Management, LLC: TOTL position timeline

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

SK Wealth Management, LLC held 27,627 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,627 shares
    Change vs previous 13F -9,117 shares

    0.24% of the 13F portfolio, value $1,069,839.

    13F-HR 0001867958-26-000006 filed by SK Wealth 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 36,744 shares
    Change vs previous 13F -333 shares

    0.4% of the 13F portfolio, value $1,455,781.

    13F-HR 0001867958-26-000005 filed by SK Wealth 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 37,077 shares
    Change vs previous 13F -31,807 shares

    0.42% of the 13F portfolio, value $1,494,206.

    13F-HR 0001867958-26-000001 filed by SK Wealth 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 68,884 shares
    Change vs previous 13F -699 shares

    1.04% of the 13F portfolio, value $2,785,665.

    13F-HR 0001867958-25-000006 filed by SK Wealth 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 69,583 shares
    Change vs previous 13F +1,385 shares

    1.2% of the 13F portfolio, value $2,769,394.

    13F-HR 0001867958-25-000004 filed by SK Wealth 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 68,198 shares
    Change vs previous 13F +476 shares

    1.45% of the 13F portfolio, value $2,700,633.

    13F-HR 0001867958-25-000003 filed by SK Wealth 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 67,722 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $2,667,571.

    13F-HR 0001867958-25-000002 filed by SK Wealth 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 67,722 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,661,476.

    13F-HR 0001867958-24-000002 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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