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Disclosery

Total Wealth Planning, LLC: IWF position timeline

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

Total Wealth Planning, LLC held 1,055 IWF 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 1,055 shares
    Change vs previous 13F -31,060 shares

    1.07% of the 13F portfolio, value $499,263.

    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 32,115 shares
    Change vs previous 13F +4,164 shares

    1.74% of the 13F portfolio, value $15,042,777.

    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 27,951 shares
    Change vs previous 13F +20,899 shares

    1.5% of the 13F portfolio, value $11,867,457.

    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 7,052 shares
    Change vs previous 13F -218 shares

    0.39% of the 13F portfolio, value $2,546,425.

    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 7,270 shares
    Change vs previous 13F -190 shares

    0.45% of the 13F portfolio, value $2,919,507.

    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 7,460 shares
    Change vs previous 13F -557 shares

    0.44% of the 13F portfolio, value $2,800,354.

    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 8,017 shares
    Change vs previous 13F -565 shares

    0.5% of the 13F portfolio, value $3,026,116.

    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 8,582 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,892,580.

    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).