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Total Wealth Planning & Management, Inc.: ACHR position timeline

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

Total Wealth Planning & Management, Inc. held 47,332 ACHR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,332 shares
    Change vs previous 13F +19,986 shares

    0.16% of the 13F portfolio, value $223,880.

    13F-HR 0002085853-26-000890 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,346 shares
    Change vs previous 13F +1,827 shares

    0.11% of the 13F portfolio, value $141,379.

    13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,519 shares
    Change vs previous 13F +3,254 shares

    0.15% of the 13F portfolio, value $191,903.

    13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 22,265 shares
    Change vs previous 13F -955 shares

    0.21% of the 13F portfolio, value $241,575.

    13F-HR 0001667731-25-000934 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 23,220 shares
    Change vs previous 13F -22,925 shares

    0.17% of the 13F portfolio, value $165,094.

    13F-HR 0001667731-25-000516 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 46,145 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $449,914.

    13F-HR 0001667731-25-000316 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).