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

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

Total Wealth Planning & Management, Inc. held 46,058 OPP 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 46,058 shares
    Change vs previous 13F +1,298 shares

    0.26% of the 13F portfolio, value $355,568.

    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 44,760 shares
    Change vs previous 13F +4,311 shares

    0.27% of the 13F portfolio, value $343,309.

    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 40,449 shares
    Change vs previous 13F +3,028 shares

    0.26% of the 13F portfolio, value $321,570.

    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 37,421 shares
    Change vs previous 13F +1,038 shares

    0.28% of the 13F portfolio, value $319,950.

    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 36,383 shares
    Change vs previous 13F +22,841 shares

    0.32% of the 13F portfolio, value $312,166.

    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 13,542 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $112,940.

    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).