Position in TM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$484,712
-$15,674 QoQ
Shares Held
2,878
+18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#276
of 639 holders
Holding Since
Sep 2021
20 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, 2026MISSION WEALTH MANAGEMENT, LP holds $69,721,590 across 6 Auto Manufacturers names. TM ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
159,971 | $67,283,802 | |
| 2 | GM |
General Motors Co
|
15,245 | $1,175,084 | |
| 3 | F |
Ford Motor Co
|
37,571 | $522,236 | |
| 4 | TM |
Toyota Motor Corp/
This page
|
2,878 | $484,712 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
14,554 | $252,511 | |
| 6 | FFAI |
Faraday Future Intelligent Electric Inc.
|
94 | $3,245 |
All Filings in TM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,712 | 2,878 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $500,386 | 2,428 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $541,785 | 2,531 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $495,496 | 2,593 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $444,258 | 2,579 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $466,745 | 2,644 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $513,381 | 2,638 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $435,175 | 2,437 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $556,903 | 2,717 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $569,551 | 2,263 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $373,911 | 2,039 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $388,080 | 2,159 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $388,372 | 2,416 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $328,579 | 2,319 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $288,593 | 2,113 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $264,749 | 2,032 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $249,909 | 1,621 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $278,125 | 1,543 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $308,524 | 1,665 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $222,365 | 1,251 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||