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

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

Total Wealth Planning & Management, Inc. held 19,278 VNM 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 19,278 shares
    Change vs previous 13F -6,518 shares

    0.26% of the 13F portfolio, value $356,065.

    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 25,796 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $446,529.

    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 25,796 shares
    Change vs previous 13F -3,515 shares

    0.39% of the 13F portfolio, value $492,188.

    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 29,311 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $403,026.

    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).