Skip to content
Disclosery

Total Wealth Planning, LLC: BND position timeline

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

Total Wealth Planning, LLC held 6,703 BND 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 6,703 shares
    Change vs previous 13F -54,480 shares

    1.06% of the 13F portfolio, value $496,510.

    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 61,183 shares
    Change vs previous 13F +5,187 shares

    0.53% of the 13F portfolio, value $4,550,185.

    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 55,996 shares
    Change vs previous 13F -1,621 shares

    0.52% of the 13F portfolio, value $4,123,022.

    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 57,617 shares
    Change vs previous 13F +2,803 shares

    0.65% of the 13F portfolio, value $4,231,968.

    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 54,814 shares
    Change vs previous 13F +7,628 shares

    0.61% of the 13F portfolio, value $3,941,694.

    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 47,186 shares
    Change vs previous 13F -131 shares

    0.55% of the 13F portfolio, value $3,544,139.

    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 47,317 shares
    Change vs previous 13F +517 shares

    0.57% of the 13F portfolio, value $3,455,597.

    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 46,800 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,399,052.

    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).