Total Wealth Planning & Management, Inc.
Position in ROAD — Construction Partners, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in ROAD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,048,739
+$104,442 QoQ
Shares Held
8,830
+3.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#156
of 360 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROAD Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $4,092,913 across 4 Engineering & Construction names. ROAD ranks #2 (25.6% of the industry book) .
All Filings in ROAD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,048,739 | 8,830 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $944,297 | 8,498 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $805,549 | 7,421 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $791,467 | 7,447 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $615,854 | 8,569 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $662,830 | 7,493 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||