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Total Wealth Planning, LLC: DFLV position timeline

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

Total Wealth Planning, LLC held 64,589 DFLV 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 64,589 shares
    Change vs previous 13F -992,754 shares

    4.73% of the 13F portfolio, value $2,209,583.

    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 1,057,343 shares
    Change vs previous 13F +70,464 shares

    4.03% of the 13F portfolio, value $34,786,587.

    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 986,879 shares
    Change vs previous 13F +105,807 shares

    3.87% of the 13F portfolio, value $30,612,974.

    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 881,072 shares
    Change vs previous 13F +63,041 shares

    4.12% of the 13F portfolio, value $26,934,381.

    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 818,031 shares
    Change vs previous 13F +82,122 shares

    3.83% of the 13F portfolio, value $24,565,485.

    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 735,909 shares
    Change vs previous 13F +59,620 shares

    3.54% of the 13F portfolio, value $22,673,368.

    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 676,289 shares
    Change vs previous 13F +101,457 shares

    3.36% of the 13F portfolio, value $20,450,971.

    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 574,832 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $17,239,227.

    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).