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

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

Total Wealth Planning & Management, Inc. held 77,082 CHI 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 77,082 shares
    Change vs previous 13F +5,646 shares

    0.75% of the 13F portfolio, value $1,035,982.

    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 71,436 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $767,223.

    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 71,436 shares
    Change vs previous 13F -4,248 shares

    0.59% of the 13F portfolio, value $748,649.

    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 75,684 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $796,196.

    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 75,684 shares
    Change vs previous 13F +35 shares

    0.74% of the 13F portfolio, value $725,810.

    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 75,649 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $903,249.

    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).