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Disclosery

Total Wealth Planning, LLC: IGF position timeline

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

Total Wealth Planning, LLC held 6,037 IGF 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 6,037 shares
    Change vs previous 13F -75,854 shares

    0.79% of the 13F portfolio, value $370,412.

    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 81,891 shares
    Change vs previous 13F +1,164 shares

    0.58% of the 13F portfolio, value $5,005,156.

    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 80,727 shares
    Change vs previous 13F -1,659 shares

    0.6% of the 13F portfolio, value $4,779,017.

    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 82,386 shares
    Change vs previous 13F -2,659 shares

    0.69% of the 13F portfolio, value $4,504,044.

    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 85,045 shares
    Change vs previous 13F -3,156 shares

    0.69% of the 13F portfolio, value $4,445,304.

    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 88,201 shares
    Change vs previous 13F -3,733 shares

    0.75% of the 13F portfolio, value $4,800,788.

    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 91,934 shares
    Change vs previous 13F +2,200 shares

    0.75% of the 13F portfolio, value $4,579,240.

    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 89,734 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,273,147.

    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).