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

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

Total Wealth Planning & Management, Inc. held 14,721 DOC 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 14,721 shares
    Change vs previous 13F +4,476 shares

    0.23% of the 13F portfolio, value $315,022.

    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 ended2025-06-30
    13F 10,245 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $179,396.

    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).