Total Wealth Planning & Management, Inc.
Position in KMB — Kimberly Clark Corp
CIK 2058383
Ponte Vedra Beach, FL
Position in KMB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$285,402
New position
Shares Held
2,600
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,176
of 1,706 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in KMB
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$285,402
PutShares
2,600
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 Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $807,936 across 2 Household & Personal Products names. KMB ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLX |
Clorox Co /De/
|
5,475 | $522,534 | |
| 2 | KMB |
Kimberly Clark Corp
This page
|
2,600 | $285,402 |
All Filings in KMB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,402 | 2,600 | Shares | Sole | 2026-07-28 | |
| 2026-06-30 | $285,402 | 2,600 | Put | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||