Total Wealth Planning & Management, Inc. quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Total Wealth Planning & Management, Inc. opened 24 positions, added to 57, reduced 54, sold out of 11 and left 15 unchanged. The largest increase in value was MU (+$3,269,379); the largest decrease was LNG (-$1,671,577).
- WRBY: Country of operation United States; Class CL A COM; Shares 2026-03-31 0; Shares 2026-06-30 26,540.
- A: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 5,663.
- DPZ: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 2,005.
- TRN: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 12,300.
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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