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

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

Total Wealth Planning & Management, Inc. held 4,838 IMO shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,838 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $384,524.

    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).

  2. period ended2025-03-31
    13F 4,838 shares
    Change vs previous 13F -12,229 shares

    0.36% of the 13F portfolio, value $349,884.

    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).

  3. period ended2024-12-31
    13F 17,067 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,051,327.

    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).