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

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

Total Wealth Planning & Management, Inc. held 2,712 MPC 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 2,712 shares
    Change vs previous 13F -535 shares

    0.5% of the 13F portfolio, value $693,377.

    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 3,247 shares
    Change vs previous 13F -683 shares

    0.63% of the 13F portfolio, value $792,852.

    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 3,930 shares
    Change vs previous 13F -195 shares

    0.51% of the 13F portfolio, value $639,136.

    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 4,125 shares
    Change vs previous 13F +56 shares

    0.59% of the 13F portfolio, value $685,204.

    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 4,069 shares
    Change vs previous 13F +902 shares

    0.61% of the 13F portfolio, value $592,813.

    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 3,167 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $441,797.

    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).