TOITF β€” Topicus Com Ord Shs

Ownership history in O'Brien Greene & Co. Inc  Β·  3 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported Topicus Com Ord Shs (TOITF) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.53% in 2025 Q2. The latest visible filing shows TOITF at 1.07% 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 TOITF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'Brien Greene & Co. Inc's position in Topicus Com Ord Shs, 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 Q4

TOITF was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.53% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 O'Brien Greene & Co. Inc held TOITF β€” position size vs. price
% of Fund (quarterly)    TOITF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 38,893 -4,539 -10.5% 1.07% $3.6M 2026-02-14 (Est.) $63.29
2025 Q3 ADDED 43,432 +5,990 +16.0% 1.44% $4.7M 2025-11-10 $90.40
2025 Q2 INITIATED 37,442 β€” β€” 1.53% $4.7M 2025-08-06 $132.79

🏒 Other funds also holding TOITF

As of 2025 Q4 β€” sorted by position size

ORG Partners LLC 0.0%

FAQ About O'Brien Greene & Co. Inc and TOITF

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

How long has O'Brien Greene & Co. Inc reported owning TOITF?

O'Brien Greene & Co. Inc reported TOITF across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported TOITF position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for TOITF was 1.53% in 2025 Q2.

What is the latest reported TOITF position on this page?

The most recent filing on this page is 2025 Q4, when O'Brien Greene & Co. Inc reported 38,893 shares, equal to 1.07% of portfolio, with an estimated market value of $3.6M.

What does the chart on this TOITF ownership page compare?

The chart compares O'Brien Greene & Co. Inc's quarterly TOITF 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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