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

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

Total Wealth Planning & Management, Inc. held 8,993 FDS 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 8,993 shares
    Change vs previous 13F -1,614 shares

    1.5% of the 13F portfolio, value $2,069,109.

    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 10,607 shares
    Change vs previous 13F +8,648 shares

    1.82% of the 13F portfolio, value $2,301,613.

    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 1,959 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $568,482.

    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).