Skip to content
Disclosery

White & Co Financial Planning Inc: WTPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White & Co Financial Planning Inc on WTPI, newest first. How the timeline and the estimate are built.

White & Co Financial Planning Inc held 6,638 WTPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,638 shares
    Change vs previous 13F +347 shares

    0.13% of the 13F portfolio, value $217,660.

    13F-HR 0002039300-26-000006 filed by White & Co Financial Planning 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 6,291 shares
    Change vs previous 13F -399 shares

    0.14% of the 13F portfolio, value $200,746.

    13F-HR 0002039300-26-000004 filed by White & Co Financial Planning 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 6,690 shares
    Change vs previous 13F -29 shares

    0.17% of the 13F portfolio, value $220,904.

    13F-HR 0002039300-26-000002 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,719 shares
    Change vs previous 13F -82 shares

    0.17% of the 13F portfolio, value $223,541.

    13F-HR 0002039300-25-000009 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,801 shares
    Change vs previous 13F +353 shares

    0.17% of the 13F portfolio, value $218,040.

    13F-HR 0002039300-25-000006 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,448 shares
    Change vs previous 13F -152 shares

    0.17% of the 13F portfolio, value $200,017.

    13F-HR 0002039300-25-000003 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 6,600 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $217,576.

    13F-HR/A 0001941040-25-000076 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).