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

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

Total Wealth Planning & Management, Inc. held 31,437 RIV 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 31,437 shares
    Change vs previous 13F +928 shares

    0.27% of the 13F portfolio, value $366,555.

    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 30,509 shares
    Change vs previous 13F +1,804 shares

    0.27% of the 13F portfolio, value $338,650.

    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 28,705 shares
    Change vs previous 13F +1,597 shares

    0.27% of the 13F portfolio, value $336,997.

    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 27,108 shares
    Change vs previous 13F +907 shares

    0.29% of the 13F portfolio, value $332,344.

    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 26,201 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $308,910.

    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).