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Disclosery

Total Wealth Planning, LLC: IVW position timeline

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

Total Wealth Planning, LLC held 2,028 IVW 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 2,028 shares
    Change vs previous 13F -43,256 shares

    0.53% of the 13F portfolio, value $250,005.

    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 45,284 shares
    Change vs previous 13F -3,465 shares

    0.63% of the 13F portfolio, value $5,466,716.

    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 48,749 shares
    Change vs previous 13F -623 shares

    0.68% of the 13F portfolio, value $5,367,271.

    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 49,372 shares
    Change vs previous 13F -2,081 shares

    0.7% of the 13F portfolio, value $4,583,171.

    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 51,453 shares
    Change vs previous 13F -1,052 shares

    0.81% of the 13F portfolio, value $5,224,048.

    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 52,505 shares
    Change vs previous 13F -2,165 shares

    0.78% of the 13F portfolio, value $5,027,333.

    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 54,670 shares
    Change vs previous 13F -3,840 shares

    0.86% of the 13F portfolio, value $5,250,468.

    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 58,510 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $4,940,594.

    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).