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

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

Total Wealth Planning & Management, Inc. held 15,669 OMC 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 15,669 shares
    Change vs previous 13F -1,220 shares

    0.83% of the 13F portfolio, value $1,141,173.

    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 16,889 shares
    Change vs previous 13F +1,732 shares

    1.01% of the 13F portfolio, value $1,271,911.

    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 15,157 shares
    Change vs previous 13F +1,720 shares

    0.97% of the 13F portfolio, value $1,223,928.

    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 13,437 shares
    Change vs previous 13F +285 shares

    0.83% of the 13F portfolio, value $966,658.

    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 13,152 shares
    Change vs previous 13F +2,253 shares

    1.12% of the 13F portfolio, value $1,090,432.

    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 10,899 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $937,750.

    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).