Total Wealth Planning & Management, Inc. quarter change: USA Options, Added
In put and call options, at their filed underlying value (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Total Wealth Planning & Management, Inc. opened 5 positions, added to 2, reduced 0, sold out of 5 and left 19 unchanged. The largest increase in value was TRN (+$425,334); the largest decrease was DINO (-$486,642).
- KDP: Country of operation United States; Class COM · Put; Shares 2026-03-31 13,600; Shares 2026-06-30 14,300.
- GLPI: Country of operation United States; Class COM · Put; Shares 2026-03-31 7,500; Shares 2026-06-30 8,200.
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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