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

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

Total Wealth Planning & Management, Inc. held 54,302 NHS 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 54,302 shares
    Change vs previous 13F +6,542 shares

    0.25% of the 13F portfolio, value $338,844.

    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 47,760 shares
    Change vs previous 13F +2,439 shares

    0.25% of the 13F portfolio, value $309,485.

    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 45,321 shares
    Change vs previous 13F +3,521 shares

    0.27% of the 13F portfolio, value $337,188.

    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 41,800 shares
    Change vs previous 13F +824 shares

    0.27% of the 13F portfolio, value $316,844.

    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 40,976 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $313,057.

    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).