Ownership history in Cheviot Value Management, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Cheviot Value Management, LLC reported a position in SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF (TOTL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,269,271 | +188,770 | +17.5% | 5.02% | $51.2M | $39.93 |
| 2025 Q3 | ADDED | 1,080,501 | +102,992 | +10.5% | 4.69% | $44.1M | $39.51 |
| 2025 Q2 | ADDED | 977,509 | +9,586 | +1.0% | 4.49% | $39.1M | $38.56 |
| 2025 Q1 | INITIATED | 967,923 | — | — | 4.73% | $38.5M | $38.25 |
As of 2025 Q4 — sorted by position size