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

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

Total Wealth Planning & Management, Inc. held 13,200 SMR 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 13,200 shares
    Change vs previous 13F -1,350 shares

    0.45% of the 13F portfolio, value $522,192.

    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 14,550 shares
    Change vs previous 13F -3,500 shares

    0.21% of the 13F portfolio, value $206,028.

    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 18,050 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $323,637.

    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).