Position in TM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$300,067
+$15,582 QoQ
Shares Held
1,456
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $30,319,813 across 4 Auto Manufacturers names.
All Filings in TM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,067 | 1,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $284,485 | 1,329 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $228,543 | 1,196 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $237,202 | 1,377 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $230,724 | 1,307 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||