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

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

Total Wealth Planning & Management, Inc. held 6,780 DLR 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 6,780 shares
    Change vs previous 13F -737 shares

    0.88% of the 13F portfolio, value $1,217,552.

    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 7,517 shares
    Change vs previous 13F +5,814 shares

    1.07% of the 13F portfolio, value $1,354,639.

    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 1,703 shares
    Change vs previous 13F -2,320 shares

    0.21% of the 13F portfolio, value $263,471.

    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 4,023 shares
    Change vs previous 13F +1 shares

    0.61% of the 13F portfolio, value $701,330.

    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 4,022 shares
    Change vs previous 13F +2,754 shares

    0.59% of the 13F portfolio, value $576,312.

    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 1,268 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $224,854.

    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).