Total Wealth Planning & Management, Inc.: XJQCX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Wealth Planning & Management, Inc. on XJQCX, newest first. How the timeline and the estimate are built.
Total Wealth Planning & Management, Inc. held 71,795 XJQCX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 71,795 sharesChange vs previous 13F +11,676 shares
0.25% of the 13F portfolio, value $348,924.
13F-HR 0002085853-26-000890 filed by Total Wealth Planning & Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 60,119 sharesChange vs previous 13F +6,101 shares
0.23% of the 13F portfolio, value $292,780.
13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 54,018 sharesChange vs previous 13F +54,018 shares
0.22% of the 13F portfolio, value $271,170.
13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -15,390 shares
13F-HR 0001667731-25-000516 filed by Total Wealth Planning & Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 15,390 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $87,569.
13F-HR 0001667731-25-000316 filed by Total Wealth Planning & Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).