Total Wealth Planning - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Total Wealth Planning going back to Feb. 14, 2019
- Total Wealth Planning 2024 Q1 - filed April 18, 2024 - new!
- Total Wealth Planning 2023 Q4 - filed Feb. 5, 2024
- Total Wealth Planning 2023 Q3 - filed Nov. 8, 2023
- Total Wealth Planning 2023 Q2 - filed July 31, 2023
- Total Wealth Planning 2023 Q1 - filed April 14, 2023
- Total Wealth Planning 2022 Q4 - filed Feb. 2, 2023
- Total Wealth Planning 2022 Q3 - filed Nov. 14, 2022
- Total Wealth Planning 2022 Q2 - filed Aug. 1, 2022
- Total Wealth Planning 2022 Q1 - filed May 13, 2022
- Total Wealth Planning 2021 Q4 - filed Feb. 9, 2022
- Total Wealth Planning 2021 Q3 - filed Nov. 4, 2021
- Total Wealth Planning 2021 Q2 - filed Aug. 16, 2021
- Total Wealth Planning 2021 Q1 - filed May 17, 2021
- Total Wealth Planning 2020 Q4 - filed Feb. 11, 2021
- Total Wealth Planning 2020 Q3 - filed Nov. 10, 2020
- Total Wealth Planning 2020 Q2 - filed Aug. 13, 2020
- Total Wealth Planning 2020 Q1 - filed May 13, 2020
- Total Wealth Planning 2019 Q4 - filed Feb. 11, 2020
- Total Wealth Planning 2019 Q3 - filed Nov. 7, 2019
- Total Wealth Planning 2019 Q2 - filed Aug. 6, 2019
- Total Wealth Planning 2019 Q1 - filed May 15, 2019
- Total Wealth Planning 2018 Q4 - filed Feb. 14, 2019