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Disclosery

Unified Investment Management: TOTL position timeline

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

Unified Investment Management held 14,349 TOTL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,349 shares
    Change vs previous 13F -975 shares

    0.48% of the 13F portfolio, value $536,954.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,324 shares
    Change vs previous 13F -1,195 shares

    0.56% of the 13F portfolio, value $604,825.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,519 shares
    Change vs previous 13F +674 shares

    0.68% of the 13F portfolio, value $656,300.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,845 shares
    Change vs previous 13F +900 shares

    0.64% of the 13F portfolio, value $637,761.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,945 shares
    Change vs previous 13F +7,432 shares

    0.61% of the 13F portfolio, value $606,319.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,513 shares
    Change vs previous 13F -100 shares

    0.32% of the 13F portfolio, value $301,346.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,613 shares
    Change vs previous 13F +2,000 shares

    0.36% of the 13F portfolio, value $306,728.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,613 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $221,096.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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