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

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

Total Wealth Planning & Management, Inc. held 11,178 LNG 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 11,178 shares
    Change vs previous 13F -4,128 shares

    1.94% of the 13F portfolio, value $2,671,654.

    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 15,306 shares
    Change vs previous 13F +8,830 shares

    3.44% of the 13F portfolio, value $4,343,231.

    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 6,476 shares
    Change vs previous 13F +2,276 shares

    1% of the 13F portfolio, value $1,258,870.

    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 4,200 shares
    Change vs previous 13F -2,847 shares

    1.39% of the 13F portfolio, value $1,611,859.

    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 7,047 shares
    Change vs previous 13F +467 shares

    1.67% of the 13F portfolio, value $1,630,676.

    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 6,580 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,413,845.

    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).