Total Wealth Planning & Management, Inc.
Position in XPL — Solitario Resources Corp.
CIK 2058383
Ponte Vedra Beach, FL
Position in XPL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$154,474
-$14,418 QoQ
Shares Held
205,966
0.0% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#15
of 54 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XPL 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. XPL ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMQ |
Trilogy Metals Inc.
|
46,520 | $163,285 | |
| 2 | XPL |
Solitario Resources Corp.
This page
|
205,966 | $154,474 |
All Filings in XPL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,474 | 205,966 | Shares | Sole | 2026-07-28 | |
| 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. | ||||||