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Disclosery

Total Wealth Planning, LLC: VBR position timeline

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

Total Wealth Planning, LLC held 5,862 VBR 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 5,862 shares
    Change vs previous 13F -102,813 shares

    2.66% of the 13F portfolio, value $1,241,460.

    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 108,675 shares
    Change vs previous 13F +935 shares

    2.62% of the 13F portfolio, value $22,681,540.

    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 107,740 shares
    Change vs previous 13F +8,428 shares

    2.66% of the 13F portfolio, value $21,010,433.

    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 99,312 shares
    Change vs previous 13F +2,310 shares

    2.83% of the 13F portfolio, value $18,500,862.

    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 97,002 shares
    Change vs previous 13F -1,295 shares

    2.99% of the 13F portfolio, value $19,223,776.

    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 98,297 shares
    Change vs previous 13F +1,867 shares

    3.08% of the 13F portfolio, value $19,736,127.

    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 96,430 shares
    Change vs previous 13F +1,491 shares

    3.1% of the 13F portfolio, value $18,921,504.

    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 94,939 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $18,216,837.

    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).