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Disclosery

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

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

Total Wealth Planning & Management, Inc. held 0 BP shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -11,700 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 11,700 shares
    Change vs previous 13F +600 shares

    0.32% of the 13F portfolio, value $406,341.

    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).

  3. period ended2025-06-30
    13F 11,100 shares
    Change vs previous 13F +400 shares

    0.29% of the 13F portfolio, value $332,223.

    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).

  4. period ended2025-03-31
    13F 10,700 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $361,553.

    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).

  5. period ended2024-12-31
    13F 10,700 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $316,292.

    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).