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

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

Total Wealth Planning & Management, Inc. held 7,308 GOOGL 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 7,308 shares
    Change vs previous 13F +250 shares

    1.89% of the 13F portfolio, value $2,611,749.

    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 7,058 shares
    Change vs previous 13F -1,529 shares

    1.61% of the 13F portfolio, value $2,029,564.

    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 8,587 shares
    Change vs previous 13F +65 shares

    2.13% of the 13F portfolio, value $2,687,877.

    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 8,522 shares
    Change vs previous 13F +904 shares

    1.3% of the 13F portfolio, value $1,501,749.

    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 7,618 shares
    Change vs previous 13F -947 shares

    1.21% of the 13F portfolio, value $1,178,018.

    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 8,565 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,621,369.

    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).