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Disclosery

Total Wealth Planning, LLC: BSV position timeline

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

Total Wealth Planning, LLC held 5,266 BSV 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 5,266 shares
    Change vs previous 13F -1,522 shares

    0.89% of the 13F portfolio, value $415,013.

    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 6,788 shares
    Change vs previous 13F +902 shares

    0.06% of the 13F portfolio, value $535,646.

    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 5,886 shares
    Change vs previous 13F -1,141 shares

    0.06% of the 13F portfolio, value $463,235.

    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 7,027 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $550,092.

    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 7,024 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $542,708.

    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 7,016 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $552,111.

    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 7,013 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $541,597.

    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 7,006 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $537,165.

    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).