Skip to content
Disclosery

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

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

Total Wealth Planning & Management, Inc. held 762 SMH 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 762 shares
    Change vs previous 13F +27 shares

    0.36% of the 13F portfolio, value $499,788.

    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 735 shares
    Change vs previous 13F -89 shares

    0.22% of the 13F portfolio, value $281,799.

    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 824 shares
    Change vs previous 13F -11 shares

    0.24% of the 13F portfolio, value $296,747.

    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 835 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $232,865.

    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).