Total Wealth Planning & Management, Inc.
Position in UROY — Uranium Royalty Corp.
CIK 2058383
Ponte Vedra Beach, FL
Position in UROY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$82,490
+$12,398 QoQ
Shares Held
22,600
+14.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UROY Over Time
Shares Held
Position Value (USD)
Derivatives in UROY
reported options exposure · as of Jun 30, 2025CallValue
$12,500
CallShares
5,000
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 Uranium
Energy · as of Mar 31, 2026Total Wealth Planning & Management, Inc. holds $884,347 across 3 Uranium names. UROY ranks #3 (9.3% of the industry book) .
All Filings in UROY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,490 | 22,600 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $70,092 | 19,800 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $26,000 | 10,400 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $12,500 | 5,000 | Call | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||