Position in TM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$803,338
-$18,865 QoQ
Shares Held
3,898
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Allworth Financial LP holds $54,940,012 across 18 Auto Manufacturers names. TM ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
119,753 | $44,518,177 | |
| 2 | F |
Ford Motor Co
|
581,694 | $6,712,748 | |
| 3 | GM |
General Motors Co
|
22,916 | $1,707,242 | |
| 4 | TM |
Toyota Motor Corp/
This page
|
3,898 | $803,338 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
30,673 | $461,628 | |
| 6 | STLA |
Stellantis N.V.
|
39,236 | $278,183 | |
| 7 | RACE |
Ferrari N.V.
|
498 | $168,548 | |
| 8 | HMC |
Honda Motor Co Ltd
|
3,425 | $83,261 |
All Filings in TM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $803,338 | 3,898 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $822,203 | 3,841 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $688,497 | 3,603 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $579,654 | 3,365 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $541,594 | 3,068 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $611,853 | 3,144 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $552,495 | 3,094 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $686,239 | 3,348 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $774,671 | 3,078 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $564,993 | 3,081 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $524,690 | 2,919 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $459,262 | 2,857 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $399,140 | 2,817 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $361,390 | 2,646 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $336,408 | 2,582 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $335,011 | 2,173 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $377,263 | 2,093 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $101,173 | 546 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $97,051 | 546 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $53,501 | 306 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $47,754 | 306 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $47,298 | 306 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $37,215 | 281 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $35,302 | 281 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $36,944 | 308 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||