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Total Wealth Planning, LLC: IEFA position timeline

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

Total Wealth Planning, LLC held 3,366 IEFA 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 3,366 shares
    Change vs previous 13F -29,203 shares

    0.64% of the 13F portfolio, value $301,122.

    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 32,569 shares
    Change vs previous 13F +7,318 shares

    0.33% of the 13F portfolio, value $2,843,604.

    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 25,251 shares
    Change vs previous 13F +21,078 shares

    0.27% of the 13F portfolio, value $2,107,950.

    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 4,173 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $315,687.

    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 4,173 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $293,278.

    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 4,173 shares
    Change vs previous 13F -127 shares

    0.05% of the 13F portfolio, value $325,703.

    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 4,300 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $324,607.

    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 4,200 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $311,724.

    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).