Skip to content
Disclosery

Topel & Distasi Wealth Management, LLC: GOVT position timeline

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

Topel & Distasi Wealth Management, LLC held 687,708 GOVT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 687,708 shares
    Change vs previous 13F +36,236 shares

    7.56% of the 13F portfolio, value $15,665,988.

    13F-HR 0001880087-26-000004 filed by Topel & Distasi 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 651,472 shares
    Change vs previous 13F +11,747 shares

    7.71% of the 13F portfolio, value $14,925,224.

    13F-HR 0001880087-26-000003 filed by Topel & Distasi 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 639,725 shares
    Change vs previous 13F +59,658 shares

    7.19% of the 13F portfolio, value $14,729,669.

    13F-HR 0001880087-26-000002 filed by Topel & Distasi 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 580,067 shares
    Change vs previous 13F +20,540 shares

    6.62% of the 13F portfolio, value $13,411,149.

    13F-HR 0001880087-25-000007 filed by Topel & Distasi 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 559,527 shares
    Change vs previous 13F +5,641 shares

    6.74% of the 13F portfolio, value $12,857,930.

    13F-HR 0001880087-25-000004 filed by Topel & Distasi 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 553,886 shares
    Change vs previous 13F +15,758 shares

    5.94% of the 13F portfolio, value $12,731,071.

    13F-HR 0001880087-25-000003 filed by Topel & Distasi 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 538,128 shares
    Change vs previous 13F +21,872 shares

    5.3% of the 13F portfolio, value $12,366,181.

    13F-HR 0001880087-25-000002 filed by Topel & Distasi 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 516,256 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $12,106,203.

    13F-HR 0001880087-24-000001 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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