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Total Wealth Planning, LLC: VBK position timeline

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

Total Wealth Planning, LLC held 4,329 VBK 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 4,329 shares
    Change vs previous 13F -64,104 shares

    2.8% of the 13F portfolio, value $1,307,794.

    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 68,433 shares
    Change vs previous 13F +452 shares

    2.36% of the 13F portfolio, value $20,367,037.

    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 67,981 shares
    Change vs previous 13F +3,539 shares

    2.38% of the 13F portfolio, value $18,826,636.

    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 64,442 shares
    Change vs previous 13F +599 shares

    2.48% of the 13F portfolio, value $16,224,543.

    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 63,843 shares
    Change vs previous 13F +419 shares

    2.78% of the 13F portfolio, value $17,879,801.

    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 63,424 shares
    Change vs previous 13F +1,852 shares

    2.65% of the 13F portfolio, value $16,957,656.

    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 61,572 shares
    Change vs previous 13F +959 shares

    2.71% of the 13F portfolio, value $16,497,701.

    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 60,613 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $15,802,895.

    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).