Position in GM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$369,829
+$7,163 QoQ
Shares Held
4,798
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#961
of 1,548 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Quantum Financial Advisors, LLC holds $1,082,876 across 3 Auto Manufacturers names. GM ranks #2 (34.2% of the industry book) .
All Filings in GM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,829 | 4,798 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $362,666 | 4,868 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $397,817 | 4,892 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $296,619 | 4,865 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $239,406 | 4,865 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $228,847 | 4,866 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $259,211 | 4,866 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $218,191 | 4,866 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $226,074 | 4,866 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $220,673 | 4,866 | Shares | Sole | 2024-04-26 | |
| 2022-06-30 | $185,033 | 5,826 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||