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Disclosery

Total Wealth Planning, LLC: DFAT position timeline

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

Total Wealth Planning, LLC held 7,381 DFAT 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 7,381 shares
    Change vs previous 13F -54,206 shares

    0.94% of the 13F portfolio, value $439,473.

    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 61,587 shares
    Change vs previous 13F -428 shares

    0.41% of the 13F portfolio, value $3,584,976.

    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 62,015 shares
    Change vs previous 13F -1,859 shares

    0.42% of the 13F portfolio, value $3,346,337.

    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 63,874 shares
    Change vs previous 13F -1,773 shares

    0.5% of the 13F portfolio, value $3,288,847.

    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 65,647 shares
    Change vs previous 13F -1,309 shares

    0.57% of the 13F portfolio, value $3,653,916.

    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 66,956 shares
    Change vs previous 13F -498 shares

    0.58% of the 13F portfolio, value $3,724,766.

    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 67,454 shares
    Change vs previous 13F -1,347 shares

    0.62% of the 13F portfolio, value $3,798,348.

    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 68,801 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,744,826.

    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).