Skip to content
Disclosery

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

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

Total Wealth Planning & Management, Inc. held 49,290 PFE 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 49,290 shares
    Change vs previous 13F -3,290 shares

    0.86% of the 13F portfolio, value $1,186,911.

    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 52,580 shares
    Change vs previous 13F +1,650 shares

    1.17% of the 13F portfolio, value $1,476,456.

    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 50,930 shares
    Change vs previous 13F +12,882 shares

    1.01% of the 13F portfolio, value $1,268,169.

    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 38,048 shares
    Change vs previous 13F +10,189 shares

    0.8% of the 13F portfolio, value $922,273.

    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 27,859 shares
    Change vs previous 13F +2,716 shares

    0.72% of the 13F portfolio, value $705,938.

    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 25,143 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $667,044.

    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).