Position in TM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$964,912
-$35,176 QoQ
Shares Held
4,682
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Independent Advisor Alliance holds $46,895,062 across 7 Auto Manufacturers names. TM ranks #3 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
114,961 | $42,736,751 | |
| 2 | GM |
General Motors Co
|
22,604 | $1,683,997 | |
| 3 | TM |
Toyota Motor Corp/
This page
|
4,682 | $964,912 | |
| 4 | F |
Ford Motor Co
|
77,112 | $889,871 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
27,179 | $409,043 | |
| 6 | HMC |
Honda Motor Co Ltd
|
8,539 | $207,582 | |
| 7 | FFAI |
Faraday Future Intelligent Electric Inc.
|
10,569 | $2,906 |
All Filings in TM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $964,912 | 4,682 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,000,088 | 4,672 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $594,671 | 3,112 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $578,793 | 3,360 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $596,671 | 3,380 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $635,790 | 3,267 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $596,245 | 3,339 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $695,462 | 3,393 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $568,545 | 2,259 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $417,556 | 2,277 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $375,497 | 2,089 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $319,731 | 1,989 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $285,363 | 2,014 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $289,113 | 2,219 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $340,561 | 2,209 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $406,283 | 2,254 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $237,184 | 1,280 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $241,384 | 1,358 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $219,424 | 1,255 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||