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

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

Total Wealth Planning & Management, Inc. held 23,303 VICI 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 23,303 shares
    Change vs previous 13F -2,768 shares

    0.45% of the 13F portfolio, value $618,706.

    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 26,071 shares
    Change vs previous 13F +11,209 shares

    0.56% of the 13F portfolio, value $712,270.

    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 14,862 shares
    Change vs previous 13F -4,139 shares

    0.33% of the 13F portfolio, value $417,930.

    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 19,001 shares
    Change vs previous 13F -1,067 shares

    0.53% of the 13F portfolio, value $619,435.

    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 20,068 shares
    Change vs previous 13F +6,532 shares

    0.67% of the 13F portfolio, value $654,634.

    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 13,536 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $395,378.

    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).