Skip to content
Disclosery

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

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

Total Wealth Planning & Management, Inc. held 15,007 KLIC 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 15,007 shares
    Change vs previous 13F -2,681 shares

    1.46% of the 13F portfolio, value $2,007,398.

    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 17,688 shares
    Change vs previous 13F -3,600 shares

    0.92% of the 13F portfolio, value $1,162,464.

    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 21,288 shares
    Change vs previous 13F +1,133 shares

    0.77% of the 13F portfolio, value $969,868.

    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 20,155 shares
    Change vs previous 13F +4,488 shares

    0.6% of the 13F portfolio, value $697,348.

    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 15,667 shares
    Change vs previous 13F +7,009 shares

    0.53% of the 13F portfolio, value $516,693.

    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 8,658 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $404,001.

    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).