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

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

Total Wealth Planning & Management, Inc. held 754 SPY 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 754 shares
    Change vs previous 13F +44 shares

    0.41% of the 13F portfolio, value $563,210.

    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 710 shares
    Change vs previous 13F -3,970 shares

    0.37% of the 13F portfolio, value $461,883.

    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 4,680 shares
    Change vs previous 13F +3,946 shares

    2.53% of the 13F portfolio, value $3,191,456.

    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 734 shares
    Change vs previous 13F +321 shares

    0.39% of the 13F portfolio, value $453,502.

    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 413 shares
    Change vs previous 13F -11,758 shares

    0.24% of the 13F portfolio, value $231,028.

    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).

  6. period ended2024-12-31
    13F 12,171 shares
    Change vs previous 13F not available

    7.01% of the 13F portfolio, value $7,133,180.

    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).