Position in TM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$915,856
+$208,394 QoQ
Shares Held
4,444
+34.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $35,972,352 across 17 Auto Manufacturers names. TM ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
86,484 | $32,150,422 | |
| 2 | GM |
General Motors Co
|
21,862 | $1,628,717 | |
| 3 | TM |
Toyota Motor Corp/
This page
|
4,444 | $915,856 | |
| 4 | HMC |
Honda Motor Co Ltd
|
13,745 | $334,136 | |
| 5 | RACE |
Ferrari N.V.
|
902 | $305,277 | |
| 6 | F |
Ford Motor Co
|
18,714 | $215,953 | |
| 7 | XPEV |
Xpeng Inc.
|
6,035 | $103,254 | |
| 8 | RIVN |
Rivian Automotive, Inc. / DE
|
5,782 | $87,014 |
All Filings in TM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $915,856 | 4,444 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $707,462 | 3,305 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $577,279 | 3,021 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $472,161 | 2,741 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $446,971 | 2,532 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $321,882 | 1,654 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $171,246 | 959 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $175,041 | 854 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $216,945 | 862 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $116,261 | 634 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $79,089 | 440 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $70,407 | 438 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $45,622 | 322 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $47,255 | 346 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $74,394 | 571 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $113,160 | 734 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $19,466 | 108 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $128,968 | 696 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||