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

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

Total Wealth Planning & Management, Inc. held 8,830 ROAD 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 8,830 shares
    Change vs previous 13F +332 shares

    0.76% of the 13F portfolio, value $1,048,739.

    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 8,498 shares
    Change vs previous 13F +1,077 shares

    0.75% of the 13F portfolio, value $944,298.

    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 7,421 shares
    Change vs previous 13F -26 shares

    0.64% of the 13F portfolio, value $805,550.

    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 7,447 shares
    Change vs previous 13F -1,122 shares

    0.68% of the 13F portfolio, value $791,467.

    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 8,569 shares
    Change vs previous 13F +1,076 shares

    0.63% of the 13F portfolio, value $615,854.

    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 7,493 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $662,831.

    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).