Total Wealth Planning, LLC SEC EDGAR Filings (CIK 0001762997)

SEC EDGAR filings, ownership reports, and insider transactions for Total Wealth Planning, LLC.

Business address
4665 Cornell Rd, Ste 160, Cincinnati, OH, 45241
Top securities (13F)
SCHZ, VUG, VTV, DFEM, VCSH, DFIV, DFIS, DFLV, VOE, JMEE, LLY, VBR, BNDX, VBK, VOT, DFGR, DFSV, IWF, AVUV, and SCHG
State of incorporation
OH
Fiscal year end
31 December
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Total Wealth Planning, LLC has filed 30 SEC EDGAR filings since 14 Feb 2019

Latest Filings

Recent SEC filings for Total Wealth Planning, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2025 30 Sep 2025 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2025 30 Jun 2025 028-19214
N-PX Open N-PX document View SEC filing for N-PX 14 Jul 2025 30 Jun 2025 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2025 31 Mar 2025 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Dec 2024 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2024 30 Sep 2024 028-19214
N-PX Open N-PX document View SEC filing for N-PX 21 Aug 2024 30 Jun 2024 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2024 30 Jun 2024 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2024 31 Mar 2024 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2024 31 Dec 2023 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2023 30 Sep 2023 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2023 30 Jun 2023 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2023 31 Mar 2023 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Feb 2023 31 Dec 2022 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2022 30 Sep 2022 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2022 30 Jun 2022 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2022 31 Mar 2022 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2022 31 Dec 2021 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2021 30 Sep 2021 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2021 30 Jun 2021 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2021 31 Mar 2021 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2021 31 Dec 2020 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2020 30 Sep 2020 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2020 30 Jun 2020 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2020 31 Mar 2020 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2020 31 Dec 2019 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2019 30 Sep 2019 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2019 30 Jun 2019 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2019 31 Mar 2019 028-19214
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2019 31 Dec 2018 028-19214

About this filer

Total Wealth Planning, LLC files with the SEC under CIK 0001762997. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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