Position in TM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$622,983
-$101,422 QoQ
Shares Held
3,699
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 641 holders
Holding Since
Dec 2024
7 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, 2026Merit Financial Group, LLC holds $63,792,568 across 9 Auto Manufacturers names. TM ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
120,754 | $50,789,127 | |
| 2 | GM |
General Motors Co
|
114,373 | $8,815,864 | |
| 3 | F |
Ford Motor Co
|
158,209 | $2,199,099 | |
| 4 | TM |
Toyota Motor Corp/
This page
|
3,699 | $622,983 | |
| 5 | RACE |
Ferrari N.V.
|
1,557 | $579,652 | |
| 6 | RIVN |
Rivian Automotive, Inc. / DE
|
24,448 | $424,169 | |
| 7 | HMC |
Honda Motor Co Ltd
|
7,875 | $213,488 | |
| 8 | LCID |
Lucid Group, Inc.
|
19,444 | $130,079 |
All Filings in TM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,983 | 3,699 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $724,405 | 3,515 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $587,591 | 2,745 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $500,462 | 2,619 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $426,171 | 2,474 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $325,697 | 1,845 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $214,265 | 1,101 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||