Total Wealth Planning & Management, Inc.: CAG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Wealth Planning & Management, Inc. on CAG, newest first. How the timeline and the estimate are built.
Total Wealth Planning & Management, Inc. held 0 CAG shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -27,163 shares
13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 27,163 sharesChange vs previous 13F -9,003 shares
0.37% of the 13F portfolio, value $470,192.
13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,166 sharesChange vs previous 13F +2,779 shares
0.64% of the 13F portfolio, value $740,318.
13F-HR 0001667731-25-000934 filed by Total Wealth Planning & Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,387 sharesChange vs previous 13F +8,349 shares
0.91% of the 13F portfolio, value $890,431.
13F-HR 0001667731-25-000516 filed by Total Wealth Planning & Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,038 sharesChange vs previous 13F not available
0.68% of the 13F portfolio, value $694,805.
13F-HR 0001667731-25-000316 filed by Total Wealth Planning & Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).