Total Wealth Planning, LLC: SPY position timeline

Total Wealth Planning, LLC held 0 SPY 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 0 shares

   Change vs previous 13F -620 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 620 shares

   Change vs previous 13F -35 shares

   0.05% of the 13F portfolio, value $412,773.

   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 655 shares

   Change vs previous 13F +107 shares

   0.05% of the 13F portfolio, value $404,538.

   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 548 shares

   Change vs previous 13F -24 shares

   0.05% of the 13F portfolio, value $306,545.

   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 572 shares

   Change vs previous 13F -70 shares

   0.05% of the 13F portfolio, value $335,128.

   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).

6. period ended2024-09-30

   13F 642 shares

   Change vs previous 13F -517 shares

   0.06% of the 13F portfolio, value $368,146.

   13F-HR 0001951757-24-001008 filed by Total Wealth Planning, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F 1,159 shares

   Change vs previous 13F -117 shares

   0.11% of the 13F portfolio, value $654,916.

   13F-HR 0001951757-24-000632 filed by Total Wealth Planning, LLC
   Filed 2024-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

8. period ended2024-03-31

   13F 1,276 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $667,558.

   13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
   Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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