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Total Wealth Planning, LLCGrowth

CIK: 0001762997 | CINCINNATI, OH

Q3 2025 vs Q4 2025 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q4 2025
13F-HR39$46.7M2026-02-13SEC ↗
Q3 2025
13F-HR109$864.2M2025-10-17SEC ↗
Q2 2025
13F-HR105$791.3M2025-07-15SEC ↗
Q1 2025
13F-HR91$653.7M2025-04-15SEC ↗
Q4 2024
13F-HR93$642.1M2025-01-15SEC ↗
Q3 2024
13F-HR90$640.8M2024-10-10SEC ↗
Q2 2024
13F-HR89$609.5M2024-08-02SEC ↗
Q1 2024
13F-HR91$581.8M2024-04-18SEC ↗
Q4 2023
13F-HR89$551.5M2024-02-05SEC ↗
Q3 2023
13F-HR87$489.5M2023-11-08SEC ↗
Q2 2023
13F-HR81$480.4M2023-07-31SEC ↗
Q1 2023
13F-HR81$453.4M2023-04-14SEC ↗
Q4 2022
13F-HR79$403.6M2023-02-02SEC ↗
Q3 2022
13F-HR81$4.0M2022-11-14SEC ↗
Q2 2022
13F-HR81$1.0M2022-08-01SEC ↗
Q1 2022
13F-HR83$614.9K2022-05-13SEC ↗
Q4 2021
13F-HR34$161.8K2022-02-09SEC ↗
Q3 2021
13F-HR44$275.6K2021-11-04SEC ↗
Q2 2021
13F-HR45$255.0K2021-08-16SEC ↗
Q1 2021
13F-HR41$235.8K2021-05-17SEC ↗
Q4 2020
13F-HR41$216.3K2021-02-11SEC ↗
Q3 2020
13F-HR41$192.7K2020-11-10SEC ↗
Q2 2020
13F-HR37$180.5K2020-08-13SEC ↗
Q1 2020
13F-HR32$153.7K2020-05-13SEC ↗
Q4 2019
13F-HR34$187.5K2020-02-11SEC ↗
Q3 2019
13F-HR34$176.0K2019-11-07SEC ↗
Q2 2019
13F-HR34$169.3K2019-08-06SEC ↗
Q1 2019
13F-HR34$161.8K2019-05-15SEC ↗
Q4 2018
13F-HR30$144.5K2019-02-14SEC ↗