Total Wealth Planning & Management, Inc.
Position in AG — First Majestic Silver Corp
CIK 2058383
Ponte Vedra Beach, FL
Position in AG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$729,313
-$251,291 QoQ
Shares Held
43,002
-5.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#162
of 346 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AG Over Time
Shares Held
Position Value (USD)
Derivatives in AG
reported options exposure · as of Jun 30, 2025CallValue
$82,700
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Silver
Basic Materials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $729,313 across 1 Silver name. AG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AG |
First Majestic Silver Corp
This page
|
43,002 | $729,313 |
All Filings in AG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,313 | 43,002 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $980,604 | 45,652 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $768,892 | 46,152 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $475,128 | 57,452 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $82,700 | 10,000 | Call | Sole | 2025-07-24 | |
| 2025-03-31 | $363,614 | 54,352 | Shares | Sole | 2025-04-24 | |
| 2025-03-31 | $669 | 100 | Call | Sole | 2025-04-24 | |
| 2024-12-31 | $1,647 | 300 | Call | Sole | 2025-02-28 | |
| 2024-12-31 | $289,251 | 52,687 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||