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Disclosery

Total Wealth Planning, LLC: DFEM position timeline

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

Total Wealth Planning, LLC held 100,344 DFEM 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 100,344 shares
    Change vs previous 13F -1,743,890 shares

    7.1% of the 13F portfolio, value $3,319,369.

    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 1,844,234 shares
    Change vs previous 13F +25,818 shares

    6.84% of the 13F portfolio, value $59,144,580.

    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 1,818,416 shares
    Change vs previous 13F +69,877 shares

    6.82% of the 13F portfolio, value $53,970,596.

    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 1,748,539 shares
    Change vs previous 13F +105,384 shares

    7.08% of the 13F portfolio, value $46,266,347.

    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 1,643,155 shares
    Change vs previous 13F +104,569 shares

    6.7% of the 13F portfolio, value $43,034,239.

    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 1,538,586 shares
    Change vs previous 13F +111,287 shares

    6.76% of the 13F portfolio, value $43,311,186.

    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 1,427,299 shares
    Change vs previous 13F +93,360 shares

    6.47% of the 13F portfolio, value $39,407,719.

    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 1,333,939 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $34,002,094.

    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).