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

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

Total Wealth Planning & Management, Inc. held 29,321 IP 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 29,321 shares
    Change vs previous 13F +3,935 shares

    0.81% of the 13F portfolio, value $1,117,130.

    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 25,386 shares
    Change vs previous 13F +12,475 shares

    0.72% of the 13F portfolio, value $906,280.

    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 12,911 shares
    Change vs previous 13F -743 shares

    0.4% of the 13F portfolio, value $508,564.

    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 13,654 shares
    Change vs previous 13F +2,605 shares

    0.55% of the 13F portfolio, value $639,417.

    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 11,049 shares
    Change vs previous 13F +3,559 shares

    0.6% of the 13F portfolio, value $589,464.

    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 7,490 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $403,112.

    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).