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

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

Total Wealth Planning & Management, Inc. held 7,051 TMUS 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 7,051 shares
    Change vs previous 13F +209 shares

    0.86% of the 13F portfolio, value $1,182,664.

    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 6,842 shares
    Change vs previous 13F +3,127 shares

    1.14% of the 13F portfolio, value $1,437,025.

    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 3,715 shares
    Change vs previous 13F -1,800 shares

    0.6% of the 13F portfolio, value $754,294.

    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 5,515 shares
    Change vs previous 13F +3,327 shares

    1.13% of the 13F portfolio, value $1,314,004.

    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 2,188 shares
    Change vs previous 13F -14 shares

    0.6% of the 13F portfolio, value $583,561.

    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 2,202 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $486,047.

    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).