Total Wealth Planning, LLC

SEC CIK: 0001762997
Latest filing: Feb 13, 2026

SEC filings (opens in a new tab)

WY holding history

Weyerhaeuser Co in every 13F filed by Total Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WY overview All 13F holders of WY Full Q4 2025 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of WY by Total Wealth Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−9,278−100.0%	Sold out	Holders
Q3 2022	9,278	$265.0K	0.1%	−26,784−74.3%	Reduced	Holders
Q2 2022	36,062	$1.19M	0.3%	−14,057−28.0%	Reduced	Holders
Q1 2022	50,119	$1.90M	0.5%	+50,119	New	Holders