TTFNF β€” TOTALENERGIES

Ownership history in LYNCH & ASSOCIATES/IN  Β·  2 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported TOTALENERGIES (TTFNF) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.52% in 2026 Q1. The latest visible filing shows TTFNF at 0.52% 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.

What this TTFNF 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 TOTALENERGIES, 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
2026 Q1

TTFNF was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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 TTFNF β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 30,321 -730 -2.4% 0.52% $2.8M 2026-04-08 β€”
2025 Q4 INITIATED 31,051 β€” β€” 0.38% $2.0M 2026-01-07 β€”

FAQ About LYNCH & ASSOCIATES/IN and TTFNF

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 TTFNF?

LYNCH & ASSOCIATES/IN reported TTFNF across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

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

The largest reported portfolio weight for TTFNF was 0.52% in 2026 Q1.

What is the latest reported TTFNF position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 30,321 shares, equal to 0.52% of portfolio, with an estimated market value of $2.8M.

What does the chart on this TTFNF ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly TTFNF 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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