Current Market Value 692,057,980
Current Holdings 903
Most Recent File Date 2025-08-29
Total Filings on Record 35
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Total Investment Management Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-29 2025-06-30 13F-HR 903 692,058
2025-05-09 2025-03-31 13F-HR 74 764,952
2025-01-31 2024-12-31 13F-HR 75 712,707
2024-11-05 2024-09-30 13F-HR 71 892,622
2024-08-07 2024-06-30 13F-HR 67 760,335
2024-04-16 2024-03-31 13F-HR 74 794,968
2024-02-02 2023-12-31 13F-HR 73 787,561
2023-10-24 2023-09-30 13F-HR 67 698,552
2023-07-06 2023-06-30 13F-HR 70 770,934
2023-05-16 2023-03-31 13F-HR 63 523,896
2023-02-01 2022-12-31 13F-HR 59 410,702
2022-10-13 2022-09-30 13F-HR 54 495,438
2022-08-11 2022-06-30 13F-HR 62 551,356
2022-05-02 2022-03-31 13F-HR 70 521,852
2022-01-31 2021-12-31 13F-HR 75 605,621
2021-11-04 2021-09-30 13F-HR 56 401,402
2021-08-06 2021-06-30 13F-HR 61 579,112
2021-04-26 2021-03-31 13F-HR 50 354,578
2021-01-12 2020-12-31 13F-HR 48 515,700
2020-11-02 2020-09-30 13F-HR 46 346,056
2020-07-29 2020-06-30 13F-HR 43 286,507
2020-04-23 2020-03-31 13F-HR 50 354,578
2020-02-11 2019-12-31 13F-HR 54 523,314
2019-10-28 2019-09-30 13F-HR 52 493,250
2019-08-07 2019-06-30 13F-HR 53 438,679
2019-05-16 2019-03-31 13F-HR 51 415,836
2019-02-08 2018-12-31 13F-HR 50 315,552
2018-11-14 2018-09-30 13F-HR 48 452,557
2018-07-16 2018-06-30 13F-HR 44 433,405
2018-05-10 2018-03-31 13F-HR 45 400,075
2018-02-13 2017-12-31 13F-HR 41 339,155
2017-10-30 2017-09-30 13F-HR 36 290,081
2017-07-27 2017-06-30 13F-HR 39 302,346
2017-05-12 2017-03-31 13F-HR 37 298,687
2017-02-13 2016-12-31 13F-HR 36 306,869