Total Wealth Planning & Management, Inc.
Position in XPL — Solitario Resources Corp.
CIK 2058383
Ponte Vedra Beach, FL
Position in XPL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$168,892
+$38,086 QoQ
Shares Held
205,966
+10.2% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in XPL Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026Total Wealth Planning & Management, Inc. holds $335,898 across 2 Other Industrial Metals & Mining names. XPL ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPL |
Solitario Resources Corp.
This page
|
205,966 | $168,892 | |
| 2 | TMQ |
Trilogy Metals Inc.
|
46,520 | $167,006 |
All Filings in XPL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,892 | 205,966 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $130,806 | 186,866 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $107,812 | 165,866 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $99,519 | 165,866 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $88,833 | 150,566 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||