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Disclosery

Total Wealth Planning, LLC: DFIV position timeline

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

Total Wealth Planning, LLC held 45,087 DFIV 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 45,087 shares
    Change vs previous 13F -835,934 shares

    4.81% of the 13F portfolio, value $2,249,833.

    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 881,021 shares
    Change vs previous 13F +28,368 shares

    4.7% of the 13F portfolio, value $40,632,708.

    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 852,653 shares
    Change vs previous 13F +13,632 shares

    4.62% of the 13F portfolio, value $36,519,124.

    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 839,021 shares
    Change vs previous 13F +34,128 shares

    5.05% of the 13F portfolio, value $33,023,885.

    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 804,893 shares
    Change vs previous 13F +77,610 shares

    4.45% of the 13F portfolio, value $28,557,594.

    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 727,283 shares
    Change vs previous 13F +42,983 shares

    4.32% of the 13F portfolio, value $27,694,937.

    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 684,300 shares
    Change vs previous 13F +33,721 shares

    4.19% of the 13F portfolio, value $25,538,088.

    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 650,579 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $23,908,766.

    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).