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Disclosery

Total Wealth Planning, LLC: VOT position timeline

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

Total Wealth Planning, LLC held 4,016 VOT 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 4,016 shares
    Change vs previous 13F -60,927 shares

    2.4% of the 13F portfolio, value $1,120,958.

    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 64,943 shares
    Change vs previous 13F -205 shares

    2.21% of the 13F portfolio, value $19,079,523.

    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 65,148 shares
    Change vs previous 13F +1,288 shares

    2.34% of the 13F portfolio, value $18,527,501.

    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 63,860 shares
    Change vs previous 13F -134 shares

    2.39% of the 13F portfolio, value $15,622,754.

    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 63,994 shares
    Change vs previous 13F +621 shares

    2.53% of the 13F portfolio, value $16,238,548.

    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 63,373 shares
    Change vs previous 13F +1,616 shares

    2.41% of the 13F portfolio, value $15,429,313.

    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 61,757 shares
    Change vs previous 13F +1,100 shares

    2.43% of the 13F portfolio, value $14,797,480.

    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 60,657 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $14,302,420.

    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).