Position in TM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$305,177
-$169,448 QoQ
Shares Held
1,812
-21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 639 holders
Holding Since
Sep 2025
4 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, 2026Dynasty Wealth Management, LLC holds $6,569,593 across 2 Auto Manufacturers names. TM ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
14,894 | $6,264,416 | |
| 2 | TM |
Toyota Motor Corp/
This page
|
1,812 | $305,177 |
All Filings in TM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,177 | 1,812 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $474,625 | 2,303 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $475,641 | 2,222 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $317,591 | 1,662 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||