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Disclosery

Total Wealth Planning, LLC: DFIS position timeline

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

Total Wealth Planning, LLC held 62,215 DFIS 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 62,215 shares
    Change vs previous 13F -1,074,655 shares

    4.39% of the 13F portfolio, value $2,049,376.

    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 1,136,870 shares
    Change vs previous 13F +53,024 shares

    4.16% of the 13F portfolio, value $35,959,187.

    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 1,083,846 shares
    Change vs previous 13F +13,153 shares

    4.09% of the 13F portfolio, value $32,341,966.

    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 1,070,693 shares
    Change vs previous 13F +56,762 shares

    4.23% of the 13F portfolio, value $27,666,711.

    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 1,013,931 shares
    Change vs previous 13F +62,163 shares

    3.88% of the 13F portfolio, value $24,897,081.

    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 951,768 shares
    Change vs previous 13F +65,092 shares

    3.98% of the 13F portfolio, value $25,535,938.

    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 886,676 shares
    Change vs previous 13F +63,504 shares

    3.77% of the 13F portfolio, value $22,973,785.

    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 823,172 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $20,628,702.

    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).