Total Wealth Planning & Management, Inc.
Position in PLG — Platinum Group Metals Ltd
CIK 2058383
Ponte Vedra Beach, FL
Position in PLG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$87,183
-$27,123 QoQ
Shares Held
64,580
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#25
of 66 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLG Over Time
Shares Held
Position Value (USD)
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. PLG ranks #4 (10.3% of the industry book) .
All Filings in PLG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,183 | 64,580 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $114,306 | 64,580 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $151,228 | 64,080 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $123,930 | 81,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $98,456 | 79,400 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $102,656 | 80,200 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||