Position in TM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$34,526
+$1,964 QoQ
Shares Held
205
+29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#480
of 639 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Asset Dedication, LLC holds $1,288,241 across 7 Auto Manufacturers names. TM ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
2,556 | $1,075,053 | |
| 2 | F |
Ford Motor Co
|
6,877 | $95,590 | |
| 3 | RACE |
Ferrari N.V.
|
121 | $45,047 | |
| 4 | GM |
General Motors Co
|
450 | $34,686 | |
| 5 | TM |
Toyota Motor Corp/
This page
|
205 | $34,526 | |
| 6 | RIVN |
Rivian Automotive, Inc. / DE
|
180 | $3,123 | |
| 7 | HMC |
Honda Motor Co Ltd
|
8 | $216 |
All Filings in TM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,526 | 205 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $32,562 | 158 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $70,853 | 331 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $63,250 | 331 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $58,051 | 337 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $59,490 | 337 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $42,424 | 218 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $38,928 | 218 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $44,683 | 218 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $25,168 | 100 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||