Total Wealth Planning & Management, Inc.
Position in TMQ — Trilogy Metals Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in TMQ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$163,285
-$3,721 QoQ
Shares Held
46,520
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#44
of 146 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TMQ Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $317,759 across 2 Other Industrial Metals & Mining names. TMQ ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMQ |
Trilogy Metals Inc.
This page
|
46,520 | $163,285 | |
| 2 | XPL |
Solitario Resources Corp.
|
205,966 | $154,474 |
All Filings in TMQ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,285 | 46,520 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $167,006 | 46,520 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $194,898 | 45,220 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $135,675 | 100,500 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $158,875 | 102,500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $118,900 | 102,500 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||