Skip to content
Disclosery

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

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

Total Wealth Planning & Management, Inc. held 4,064 CAH 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 4,064 shares
    Change vs previous 13F +524 shares

    0.7% of the 13F portfolio, value $965,444.

    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 3,540 shares
    Change vs previous 13F -788 shares

    0.59% of the 13F portfolio, value $748,037.

    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 4,328 shares
    Change vs previous 13F -11,572 shares

    0.71% of the 13F portfolio, value $889,404.

    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 15,900 shares
    Change vs previous 13F +11,096 shares

    0.57% of the 13F portfolio, value $655,032.

    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 4,804 shares
    Change vs previous 13F -222 shares

    0.68% of the 13F portfolio, value $661,847.

    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 5,026 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $594,425.

    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).