Position in TM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$547,365
-$203,626 QoQ
Shares Held
3,250
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 639 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $61,372,803 across 7 Auto Manufacturers names. TM ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
131,616 | $55,357,689 | |
| 2 | F |
Ford Motor Co
|
173,791 | $2,415,694 | |
| 3 | GM |
General Motors Co
|
26,170 | $2,017,183 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
43,828 | $760,415 | |
| 5 | TM |
Toyota Motor Corp/
This page
|
3,250 | $547,365 | |
| 6 | RACE |
Ferrari N.V.
|
575 | $214,066 | |
| 7 | NIO |
NIO Inc.
|
11,935 | $60,391 |
All Filings in TM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,365 | 3,250 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $750,991 | 3,644 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $714,746 | 3,339 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $483,189 | 2,805 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $421,024 | 2,385 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $503,261 | 2,586 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $517,317 | 2,897 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $458,517 | 2,237 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $518,712 | 2,061 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $322,565 | 1,759 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $413,604 | 2,301 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $276,664 | 19,634 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||