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Disclosery

Total Wealth Planning, LLC: IGSB position timeline

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

Total Wealth Planning, LLC held 10,248 IGSB 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 10,248 shares
    Change vs previous 13F -113,946 shares

    1.16% of the 13F portfolio, value $541,914.

    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 124,194 shares
    Change vs previous 13F -1,820 shares

    0.76% of the 13F portfolio, value $6,586,008.

    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 126,014 shares
    Change vs previous 13F -12,602 shares

    0.84% of the 13F portfolio, value $6,648,499.

    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 138,616 shares
    Change vs previous 13F -4,650 shares

    1.11% of the 13F portfolio, value $7,259,320.

    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 143,266 shares
    Change vs previous 13F -7,278 shares

    1.15% of the 13F portfolio, value $7,406,852.

    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 150,544 shares
    Change vs previous 13F -30,752 shares

    1.24% of the 13F portfolio, value $7,927,647.

    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 181,296 shares
    Change vs previous 13F -23,417 shares

    1.54% of the 13F portfolio, value $9,358,500.

    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 204,713 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $10,497,683.

    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).