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

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

Total Wealth Planning & Management, Inc. held 3,890 SFM shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 3,890 shares
    Change vs previous 13F -534 shares

    0.55% of the 13F portfolio, value $640,450.

    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).

  2. period ended2025-03-31
    13F 4,424 shares
    Change vs previous 13F -397 shares

    0.69% of the 13F portfolio, value $675,279.

    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).

  3. period ended2024-12-31
    13F 4,821 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $612,604.

    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).