Position in TM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$546,137
+$100,679 QoQ
Shares Held
2,650
+27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Venturi Wealth Management, LLC holds $11,058,009 across 5 Auto Manufacturers names.
All Filings in TM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $546,137 | 2,650 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $445,458 | 2,081 | Shares | Sole | 2026-01-22 | |
| 2024-12-31 | $23,742 | 122 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $24,106 | 135 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $246,373 | 1,202 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $151,511 | 602 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $55,014 | 300 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $38,466 | 214 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $17,039 | 106 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||