Skip to content
Disclosery

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

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

Total Wealth Planning & Management, Inc. held 7,113 J 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 7,113 shares
    Change vs previous 13F -1,651 shares

    0.65% of the 13F portfolio, value $896,230.

    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 8,764 shares
    Change vs previous 13F +1,285 shares

    0.88% of the 13F portfolio, value $1,115,454.

    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 7,479 shares
    Change vs previous 13F +342 shares

    0.79% of the 13F portfolio, value $990,620.

    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 7,137 shares
    Change vs previous 13F +454 shares

    0.81% of the 13F portfolio, value $938,211.

    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 6,683 shares
    Change vs previous 13F +1,066 shares

    0.83% of the 13F portfolio, value $807,941.

    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 5,617 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $750,562.

    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).