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Total Wealth Planning, LLC: VOE position timeline

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

Total Wealth Planning, LLC held 9,877 VOE 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 9,877 shares
    Change vs previous 13F -163,500 shares

    3.75% of the 13F portfolio, value $1,751,894.

    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 173,377 shares
    Change vs previous 13F +4,765 shares

    3.5% of the 13F portfolio, value $30,268,181.

    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 168,612 shares
    Change vs previous 13F +4,862 shares

    3.5% of the 13F portfolio, value $27,729,904.

    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 163,750 shares
    Change vs previous 13F +3,705 shares

    4.02% of the 13F portfolio, value $26,288,400.

    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 160,045 shares
    Change vs previous 13F +918 shares

    4.03% of the 13F portfolio, value $25,890,435.

    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 159,127 shares
    Change vs previous 13F +2,417 shares

    4.16% of the 13F portfolio, value $26,680,778.

    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 156,710 shares
    Change vs previous 13F +4,342 shares

    4.06% of the 13F portfolio, value $24,743,014.

    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 152,368 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $23,755,653.

    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).