Total Wealth Planning & Management, Inc. historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 5 quarters from 2024-12-31 to 2026-06-30, Total Wealth Planning & Management, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2058383), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-06-30 to 2025-12-31, filed 2026-02-11); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Fosse Capital Partners LLP | United Kingdom | $0.135B | 2 |
| Dorato Capital Management | United States | $0.135B | 254 |
| LifePlan Financial, LLC | United States | $0.135B | 83 |
| FIRST COMMUNITY TRUST NA | United States | $0.136B | 359 |
| Camelot Portfolios, LLC | United States | $0.135B | 206 |
| Wishbone Management, LP | United States | $0.136B | 4 |
| TRV GP VI, LLC | United States | $0.136B | 3 |
| Gaddis Premier Wealth Advisors LLC | United States | $0.136B | 85 |
| New Vernon Capital Holdings II LLC | United States | $0.136B | 77 |
| Spartan Planning & Wealth Management | United States | $0.135B | 69 |