Total Wealth Planning, LLC
CIK 1762997 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for Total Wealth Planning, LLC.
Recent SEC filings
| Filed | Form | Accession number |
|---|---|---|
| Feb 13, 2026 | 13F-HR | 0001951757-26-000432 |
| Oct 17, 2025 | 13F-HR | 0001951757-25-001163 |
| Jul 15, 2025 | 13F-HR | 0001951757-25-000851 |
| Jul 14, 2025 | N-PX | 0001951757-25-000664 |
| Apr 15, 2025 | 13F-HR | 0001951757-25-000369 |
| Jan 15, 2025 | 13F-HR | 0001951757-25-000031 |
| Oct 10, 2024 | 13F-HR | 0001951757-24-001008 |
| Aug 21, 2024 | N-PX | 0001951757-24-000882 |
| Aug 2, 2024 | 13F-HR | 0001951757-24-000632 |
| Apr 18, 2024 | 13F-HR | 0001951757-24-000335 |
| Feb 5, 2024 | 13F-HR | 0001951757-24-000205 |
| Nov 8, 2023 | 13F-HR | 0001951757-23-000689 |
| Jul 31, 2023 | 13F-HR | 0001951757-23-000454 |
| Apr 14, 2023 | 13F-HR | 0001951757-23-000165 |
| Feb 2, 2023 | 13F-HR | 0001762997-23-000001 |
| Nov 14, 2022 | 13F-HR | 0001762997-22-000004 |
| Aug 1, 2022 | 13F-HR | 0001762997-22-000003 |
| May 13, 2022 | 13F-HR | 0001762997-22-000002 |
| Feb 9, 2022 | 13F-HR | 0001762997-22-000001 |
| Nov 4, 2021 | 13F-HR | 0001762997-21-000003 |
| Aug 16, 2021 | 13F-HR | 0001748814-21-000005 |
| May 17, 2021 | 13F-HR | 0001762997-21-000002 |
| Feb 11, 2021 | 13F-HR | 0001762997-21-000001 |
| Nov 10, 2020 | 13F-HR | 0001762997-20-000004 |
| Aug 13, 2020 | 13F-HR | 0001762997-20-000003 |