TTE TOTAL SA ADR

Ownership history in LYNCH & ASSOCIATES/IN  ·  49 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported TOTAL SA ADR (TTE) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.55% in 2023 Q4. The latest visible filing shows TTE at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TTE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYNCH & ASSOCIATES/IN's position in TOTAL SA ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TTE was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LYNCH & ASSOCIATES/IN held TTE — position size vs. price
% of Fund (quarterly)    TTE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 30,956 -90 -0.3% 0.36% $1.8M 2025-10-07 $58.75
2025 Q2 REDUCED 31,046 -298 -1.0% 0.38% $1.9M 2025-07-15 $60.43
2025 Q1 REDUCED 31,344 -466 -1.5% 0.44% $2.0M 2025-04-17 $56.02
2024 Q4 REDUCED 31,810 -905 -2.8% 0.38% $1.7M 2025-01-10 $53.59
2024 Q3 ADDED 32,715 +40 +0.1% 0.45% $2.1M 2024-10-15 $60.27
2024 Q2 ADDED 32,675 +1,085 +3.4% 0.49% $2.2M 2024-08-06 $59.74
2024 Q1 REDUCED 31,590 -2,035 -6.1% 0.50% $2.2M 2024-04-09 $66.28
2023 Q4 REDUCED 33,625 -294 -0.9% 0.55% $2.3M 2024-01-08 $59.77
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and TTE

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYNCH & ASSOCIATES/IN reported owning TTE?

LYNCH & ASSOCIATES/IN reported TTE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TTE position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for TTE was 0.55% in 2023 Q4.

What is the latest reported TTE position on this page?

The most recent filing on this page is 2025 Q3, when LYNCH & ASSOCIATES/IN reported 30,956 shares, equal to 0.36% of portfolio, with an estimated market value of $1.8M.

What does the chart on this TTE ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly TTE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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