Total Wealth Planning & Management, Inc.
Position in HL — Hecla Mining Co/De/
CIK 2058383
Ponte Vedra Beach, FL
Position in HL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$371,863
-$88,298 QoQ
Shares Held
24,100
-2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#46
of 159 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
Derivatives in HL
reported options exposure · as of Mar 31, 2026CallValue
$29,808
CallShares
1,600
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 Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $846,331 across 4 Other Precious Metals & Mining names. HL ranks #1 (43.9% of the industry book) .
All Filings in HL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,863 | 24,100 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $460,161 | 24,700 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $29,808 | 1,600 | Call | Sole | 2026-05-05 | |
| 2025-12-31 | $493,183 | 25,700 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $171,314 | 28,600 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $159,016 | 28,600 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $144,368 | 29,403 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||