Position in TM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$96,504
-$118,039 QoQ
Shares Held
573
-58.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 639 holders
Holding Since
Mar 2020
5 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, 2026Institute for Wealth Management, LLC. holds $16,135,531 across 7 Auto Manufacturers names. TM ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
30,578 | $12,861,106 | |
| 2 | GM |
General Motors Co
|
32,814 | $2,529,303 | |
| 3 | F |
Ford Motor Co
|
43,521 | $604,941 | |
| 4 | TM |
Toyota Motor Corp/
This page
|
573 | $96,504 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
1,280 | $22,208 | |
| 6 | RACE |
Ferrari N.V.
|
40 | $14,891 | |
| 7 | NIO |
NIO Inc.
|
1,300 | $6,578 |
All Filings in TM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,504 | 573 | Shares | Sole | 2026-07-28 | |
| 2020-12-31 | $214,543 | 1,388 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $206,871 | 1,562 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $232,415 | 1,850 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $232,343 | 1,937 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||