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Disclosery

Total Wealth Planning, LLC: EFG position timeline

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

Total Wealth Planning, LLC held 1,952 EFG 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 1,952 shares
    Change vs previous 13F -20,246 shares

    0.48% of the 13F portfolio, value $222,372.

    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 22,198 shares
    Change vs previous 13F +668 shares

    0.29% of the 13F portfolio, value $2,527,937.

    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 21,530 shares
    Change vs previous 13F +914 shares

    0.3% of the 13F portfolio, value $2,411,388.

    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 20,616 shares
    Change vs previous 13F -763 shares

    0.32% of the 13F portfolio, value $2,061,600.

    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 21,379 shares
    Change vs previous 13F +7,857 shares

    0.32% of the 13F portfolio, value $2,070,129.

    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 13,522 shares
    Change vs previous 13F -1,485 shares

    0.23% of the 13F portfolio, value $1,455,643.

    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 15,007 shares
    Change vs previous 13F +125 shares

    0.26% of the 13F portfolio, value $1,589,091.

    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 14,882 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,544,603.

    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).