Total Wealth Planning, LLC: JMEE position timeline

Total Wealth Planning, LLC held 25,295 JMEE 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 25,295 shares

   Change vs previous 13F -449,783 shares

   3.48% of the 13F portfolio, value $1,628,508.

   13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-09-30

   13F 475,078 shares

   Change vs previous 13F +32,663 shares

   3.49% of the 13F portfolio, value $30,134,169.

   13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 442,415 shares

   Change vs previous 13F +45,531 shares

   3.31% of the 13F portfolio, value $26,195,365.

   13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 396,884 shares

   Change vs previous 13F +61,373 shares

   3.4% of the 13F portfolio, value $22,217,541.

   13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 335,511 shares

   Change vs previous 13F not available

   3.16% of the 13F portfolio, value $20,288,323.

   13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).