Position in GM
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$612,315
-$195,029 QoQ
Shares Held
8,219
-17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Kaufman Rossin Wealth, LLC holds $975,398 across 3 Auto Manufacturers names. GM ranks #1 (62.8% of the industry book) .
All Filings in GM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $612,315 | 8,219 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $807,344 | 9,928 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $605,310 | 9,928 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $536,930 | 10,911 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $599,303 | 12,743 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||