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

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

Total Wealth Planning & Management, Inc. held 27,800 DNN 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 27,800 shares
    Change vs previous 13F -1,100 shares

    0.06% of the 13F portfolio, value $85,068.

    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 28,900 shares
    Change vs previous 13F +6,600 shares

    0.08% of the 13F portfolio, value $102,017.

    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 22,300 shares
    Change vs previous 13F -1,800 shares

    0.05% of the 13F portfolio, value $59,318.

    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 24,100 shares
    Change vs previous 13F +2,600 shares

    0.04% of the 13F portfolio, value $43,862.

    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 21,500 shares
    Change vs previous 13F +11,500 shares

    0.03% of the 13F portfolio, value $27,950.

    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 10,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,000.

    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).