Position in TM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$752,837
-$168,385 QoQ
Shares Held
4,470
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#215
of 639 holders
Holding Since
Mar 2024
10 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, 2026BigSur Wealth Management LLC holds $1,169,651 across 2 Auto Manufacturers names. TM ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TM |
Toyota Motor Corp/
This page
|
4,470 | $752,837 | |
| 2 | TSLA |
Tesla, Inc.
|
991 | $416,814 |
All Filings in TM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,837 | 4,470 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $921,222 | 4,470 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $956,848 | 4,470 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $854,172 | 4,470 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $770,002 | 4,470 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $789,089 | 4,470 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $869,906 | 4,470 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $798,207 | 4,470 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $916,215 | 4,470 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,125,009 | 4,470 | Shares | Sole | 2024-05-22 | |
| No filing history on record for this holder in this stock. | ||||||