Position in TM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$217,834
+$16,193 QoQ
Shares Held
1,057
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 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, 2026AE Wealth Management LLC holds $136,545,958 across 5 Auto Manufacturers names. TM ranks #4 (0.2% of the industry book) .
All Filings in TM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,834 | 1,057 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $201,641 | 942 | Shares | Other | 2026-01-26 | |
| 2024-06-30 | $205,174 | 1,001 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $215,940 | 858 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $664,935 | 3,626 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $683,229 | 3,801 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $423,576 | 2,635 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $258,017 | 1,821 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $253,902 | 1,859 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $330,806 | 2,539 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $391,591 | 2,540 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $399,253 | 2,215 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $875,727 | 4,726 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $816,939 | 4,596 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $461,053 | 2,637 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $236,430 | 1,515 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||