Skip to content
Disclosery

Total Wealth Planning, LLC: DFSV position timeline

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

Total Wealth Planning, LLC held 32,598 DFSV 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 32,598 shares
    Change vs previous 13F -477,772 shares

    2.29% of the 13F portfolio, value $1,072,135.

    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 510,370 shares
    Change vs previous 13F +11,850 shares

    1.88% of the 13F portfolio, value $16,250,189.

    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 498,520 shares
    Change vs previous 13F +90,069 shares

    1.85% of the 13F portfolio, value $14,671,430.

    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 408,451 shares
    Change vs previous 13F +27,033 shares

    1.76% of the 13F portfolio, value $11,497,892.

    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 381,418 shares
    Change vs previous 13F +26,377 shares

    1.83% of the 13F portfolio, value $11,740,053.

    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 355,041 shares
    Change vs previous 13F +25,178 shares

    1.71% of the 13F portfolio, value $10,935,274.

    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 329,863 shares
    Change vs previous 13F +28,206 shares

    1.69% of the 13F portfolio, value $10,304,932.

    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 301,657 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $9,079,869.

    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).