Position in TM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$58,273
-$12,621 QoQ
Shares Held
346
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#459
of 639 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Bogart Wealth, LLC holds $1,688,610 across 8 Auto Manufacturers names. TM ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
3,436 | $1,445,181 | |
| 2 | F |
Ford Motor Co
|
6,123 | $85,109 | |
| 3 | GM |
General Motors Co
|
949 | $73,148 | |
| 4 | TM |
Toyota Motor Corp/
This page
|
346 | $58,273 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
1,372 | $23,804 | |
| 6 | NIO |
NIO Inc.
|
458 | $2,317 | |
| 7 | HMC |
Honda Motor Co Ltd
|
15 | $406 | |
| 8 | RACE |
Ferrari N.V.
|
1 | $372 |
All Filings in TM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,273 | 346 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $70,894 | 344 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $74,064 | 346 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $64,206 | 336 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $57,879 | 336 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $59,314 | 336 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $65,388 | 336 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $59,999 | 336 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $68,869 | 336 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $84,564 | 336 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $61,615 | 336 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $60,396 | 336 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $54,012 | 336 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $47,607 | 336 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $27,316 | 200 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $26,058 | 200 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $30,834 | 200 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $36,050 | 200 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $37,060 | 200 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $35,550 | 200 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $34,968 | 200 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $31,212 | 200 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||