Skip to content
Disclosery

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

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

Total Wealth Planning & Management, Inc. held 68,294 ACP 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 68,294 shares
    Change vs previous 13F +3,726 shares

    0.26% of the 13F portfolio, value $355,129.

    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 64,568 shares
    Change vs previous 13F +6,010 shares

    0.26% of the 13F portfolio, value $329,297.

    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 58,558 shares
    Change vs previous 13F +4,830 shares

    0.25% of the 13F portfolio, value $316,799.

    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 53,728 shares
    Change vs previous 13F +2,966 shares

    0.27% of the 13F portfolio, value $316,995.

    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 50,762 shares
    Change vs previous 13F +32,807 shares

    0.31% of the 13F portfolio, value $298,988.

    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 17,955 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $107,191.

    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).