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Total Wealth Planning, LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Wealth Planning, LLC on AVUV, newest first. How the timeline and the estimate are built.

Total Wealth Planning, LLC held 2,645 AVUV shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,645 shares
    Change vs previous 13F -124,706 shares

    0.58% of the 13F portfolio, value $269,737.

    13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 127,351 shares
    Change vs previous 13F +13,569 shares

    1.47% of the 13F portfolio, value $12,675,216.

    13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 113,782 shares
    Change vs previous 13F +97,515 shares

    1.31% of the 13F portfolio, value $10,365,501.

    13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 16,267 shares
    Change vs previous 13F -138 shares

    0.22% of the 13F portfolio, value $1,417,952.

    13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 16,405 shares
    Change vs previous 13F -456 shares

    0.25% of the 13F portfolio, value $1,583,597.

    13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 16,861 shares
    Change vs previous 13F -543 shares

    0.25% of the 13F portfolio, value $1,617,805.

    13F-HR 0001951757-24-001008 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 17,404 shares
    Change vs previous 13F -378 shares

    0.28% of the 13F portfolio, value $1,706,947.

    13F-HR 0001951757-24-000632 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 17,782 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,666,376.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).