Total Wealth Planning & Management, Inc.
Position in WLK — Westlake Corp
CIK 2058383
Ponte Vedra Beach, FL
Position in WLK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$412,742
-$487,589 QoQ
Shares Held
5,654
-26.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#193
of 358 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLK Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $989,720 across 2 Specialty Chemicals names. WLK ranks #2 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
1,968 | $576,978 | |
| 2 | WLK |
Westlake Corp
This page
|
5,654 | $412,742 |
All Filings in WLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,742 | 5,654 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $900,331 | 7,707 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $218,492 | 2,955 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $424,144 | 5,586 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $396,618 | 3,965 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $300,497 | 2,621 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||