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

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

Total Wealth Planning & Management, Inc. held 17,918 CUBE 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 17,918 shares
    Change vs previous 13F +1,544 shares

    0.52% of the 13F portfolio, value $712,599.

    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 16,374 shares
    Change vs previous 13F +5,923 shares

    0.48% of the 13F portfolio, value $600,107.

    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 ended2025-06-30
    13F 10,451 shares
    Change vs previous 13F -179 shares

    0.38% of the 13F portfolio, value $444,168.

    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 10,630 shares
    Change vs previous 13F +5,281 shares

    0.47% of the 13F portfolio, value $454,007.

    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 5,349 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $229,205.

    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).