Total Wealth Planning & Management, Inc. quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Total Wealth Planning & Management, Inc. opened 0 positions, added to 2, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was GSK (-$22,348); the largest decrease was SBSW (-$68,140).
- SBSW: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 17,801; Shares 2026-06-30 17,805.
- GSK: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 15,297; Shares 2026-06-30 15,679.
Two Form 13F-HR filings compared (SEC CIK 2058383): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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