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Total Wealth Planning, LLC: DFGR position timeline

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

Total Wealth Planning, LLC held 30,217 DFGR 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 30,217 shares
    Change vs previous 13F -584,537 shares

    1.71% of the 13F portfolio, value $798,322.

    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 614,754 shares
    Change vs previous 13F +44,792 shares

    1.94% of the 13F portfolio, value $16,788,938.

    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 569,962 shares
    Change vs previous 13F +33,170 shares

    1.93% of the 13F portfolio, value $15,292,082.

    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 536,792 shares
    Change vs previous 13F +53,045 shares

    2.16% of the 13F portfolio, value $14,096,162.

    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 483,747 shares
    Change vs previous 13F +58,599 shares

    1.92% of the 13F portfolio, value $12,354,887.

    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 425,148 shares
    Change vs previous 13F +52,728 shares

    1.91% of the 13F portfolio, value $12,269,774.

    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 372,420 shares
    Change vs previous 13F +60,056 shares

    1.62% of the 13F portfolio, value $9,857,969.

    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 312,364 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $7,974,658.

    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).