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

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

Total Wealth Planning & Management, Inc. held 16,794 ALLY 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 16,794 shares
    Change vs previous 13F +2,022 shares

    0.56% of the 13F portfolio, value $771,684.

    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 14,772 shares
    Change vs previous 13F +456 shares

    0.46% of the 13F portfolio, value $579,506.

    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 14,316 shares
    Change vs previous 13F +729 shares

    0.51% of the 13F portfolio, value $648,372.

    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 13,587 shares
    Change vs previous 13F +1,740 shares

    0.46% of the 13F portfolio, value $529,214.

    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 11,847 shares
    Change vs previous 13F +1,361 shares

    0.44% of the 13F portfolio, value $432,060.

    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 10,486 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $377,601.

    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).