TWPM
DVS

Total Wealth Planning & Management’s Dolly Varden Silver Corp DVS Stock Holding History

Total Wealth Planning & Management’s Portfolio DVS Stock Details DVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,300
Closed -$49.8K – 243
2025
Q4 		$49.8K Buy
+11,300
New +$49.6K 0.04% 207

Other funds holding DVS

TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Total Wealth Planning & Management's DVS Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Dolly Varden Silver Corp (DVS) in Q1 2026, closing a stake of 11,300 shares — an estimated $49.8K sold.

Total Wealth Planning & Management first reported a position in DVS in Q4 2025 and held it in 1 quarter. The position peaked at $49.8K in Q4 2025. 3 funds tracked by Wall St. Rank hold DVS as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Dolly Varden Silver Corp position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 11,300 Dolly Varden Silver Corp shares in Q1 2026, an estimated $49.8K.
  • Total Wealth Planning & Management first reported a position in Dolly Varden Silver Corp in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Dolly Varden Silver Corp position peaked at $49.8K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Dolly Varden Silver Corp as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.