Total Wealth Planning & Management, Inc.
Position in CF — CF Industries Holdings, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in CF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$474,178
-$289,281 QoQ
Shares Held
4,380
-25.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#595
of 959 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CF Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $862,405 across 2 Agricultural Inputs names. CF ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CF |
CF Industries Holdings, Inc.
This page
|
4,380 | $474,178 | |
| 2 | SMG |
Scotts Miracle-Gro Co
|
5,700 | $388,227 |
All Filings in CF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,178 | 4,380 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $763,459 | 5,880 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $352,361 | 4,556 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $634,800 | 6,900 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $333,544 | 4,268 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $417,214 | 4,890 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||