Total Wealth Planning & Management, Inc. SEC EDGAR Filings (CIK 0002058383)

SEC EDGAR filings, ownership reports, and insider transactions for Total Wealth Planning & Management, Inc..

Business address
520 Fresh Pond Road, Ponte Vedra Beach, FL, 32082
Top securities (13F)
MSFT, AAPL, AMZN, ABBV, UNM, NVDA, JPM, AVGO, HD, XOM, META, GOOGL, NRG, QQQ, MU, XLK, TMUS, ITRN, TXO, and CVX
State of incorporation
FL
Fiscal year end
31 December
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Total Wealth Planning & Management, Inc. has filed 4 SEC EDGAR filings since 28 Feb 2025

Latest Filings

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

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open N-PX document View SEC filing for N-PX 24 Jul 2025 30 Jun 2025 028-25429
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2025 30 Jun 2025 028-25429
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2025 31 Mar 2025 028-25429
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Feb 2025 31 Dec 2024 028-25429

About this filer

Total Wealth Planning & Management, Inc. files with the SEC under CIK 0002058383. 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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