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

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

Total Wealth Planning & Management, Inc. held 1,177 AMD 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 1,177 shares
    Change vs previous 13F +129 shares

    0.5% of the 13F portfolio, value $683,731.

    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 1,048 shares
    Change vs previous 13F -677 shares

    0.17% of the 13F portfolio, value $213,195.

    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 1,725 shares
    Change vs previous 13F -217 shares

    0.29% of the 13F portfolio, value $369,426.

    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 1,942 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $275,570.

    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).