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Tuesday, October 27, 2026
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VOL. XII · NO. 117
Established MMXIV · George Town, Grand Cayman
Atlantic Edition · $4.50
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Total Wealth Planning & Management, Inc.
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All filings
Filing History
Total Wealth Planning & Management, Inc.
4 parsed filings · CIK 0002058383
Feb 11, 2026
13F HOLDINGS REPORT
Q/E Dec 2025
212 pos · $134.9M
SEC
Jul 24, 2025
13F HOLDINGS REPORT
Q/E Jun 2025
217 pos · $123.5M
SEC
Apr 24, 2025
13F HOLDINGS REPORT
Q/E Mar 2025
199 pos · $105.4M
SEC
Feb 28, 2025
13F HOLDINGS REPORT
Q/E Dec 2024
201 pos · $110.2M
SEC