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

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

Total Wealth Planning & Management, Inc. held 31,106 JOBY 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 31,106 shares
    Change vs previous 13F +7,272 shares

    0.2% of the 13F portfolio, value $277,466.

    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 23,834 shares
    Change vs previous 13F -3,561 shares

    0.16% of the 13F portfolio, value $196,869.

    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 27,395 shares
    Change vs previous 13F -869 shares

    0.29% of the 13F portfolio, value $361,614.

    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 28,264 shares
    Change vs previous 13F +3,142 shares

    0.26% of the 13F portfolio, value $298,185.

    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 25,122 shares
    Change vs previous 13F -9,898 shares

    0.16% of the 13F portfolio, value $151,234.

    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 35,020 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $284,713.

    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).