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Total Wealth Planning, LLC: VNQ position timeline

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

Total Wealth Planning, LLC held 4,479 VNQ 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 4,479 shares
    Change vs previous 13F -62,831 shares

    0.85% of the 13F portfolio, value $396,348.

    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 67,310 shares
    Change vs previous 13F -243 shares

    0.71% of the 13F portfolio, value $6,153,457.

    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 67,553 shares
    Change vs previous 13F -1,156 shares

    0.76% of the 13F portfolio, value $6,016,255.

    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 68,709 shares
    Change vs previous 13F -367 shares

    0.95% of the 13F portfolio, value $6,220,925.

    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 69,076 shares
    Change vs previous 13F -1,427 shares

    0.96% of the 13F portfolio, value $6,153,267.

    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 70,503 shares
    Change vs previous 13F -3,506 shares

    1.07% of the 13F portfolio, value $6,868,449.

    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 74,009 shares
    Change vs previous 13F -767 shares

    1.08% of the 13F portfolio, value $6,596,429.

    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 74,776 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $6,466,643.

    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).