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

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

Total Wealth Planning & Management, Inc. held 5,917 MLI 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 5,917 shares
    Change vs previous 13F +931 shares

    0.53% of the 13F portfolio, value $727,377.

    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 4,986 shares
    Change vs previous 13F -1,079 shares

    0.44% of the 13F portfolio, value $552,449.

    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 6,065 shares
    Change vs previous 13F +117 shares

    0.55% of the 13F portfolio, value $696,262.

    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 5,948 shares
    Change vs previous 13F +144 shares

    0.41% of the 13F portfolio, value $472,688.

    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 5,804 shares
    Change vs previous 13F +809 shares

    0.45% of the 13F portfolio, value $441,917.

    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 4,995 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $396,403.

    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).