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VestGen Advisors, LLC: TOTL position timeline

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

VestGen Advisors, LLC held 21,684 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,684 shares
    Change vs previous 13F -1,471 shares

    0.03% of the 13F portfolio, value $855,878.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 23,155 shares
    Change vs previous 13F +2,404 shares

    0.03% of the 13F portfolio, value $912,080.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 20,751 shares
    Change vs previous 13F -39,065 shares

    0.04% of the 13F portfolio, value $835,244.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, 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 59,816 shares
    Change vs previous 13F +26,497 shares

    0.08% of the 13F portfolio, value $2,426,744.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, 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 33,319 shares
    Change vs previous 13F +8,019 shares

    0.05% of the 13F portfolio, value $1,336,097.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, 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 25,300 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,019,329.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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