Position in TM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,214,542
-$1,239,064 QoQ
Shares Held
25,024
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#83
of 639 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026IFG Advisory, LLC holds $10,112,803 across 9 Auto Manufacturers names. TM ranks #2 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
13,003 | $5,469,061 | |
| 2 | TM |
Toyota Motor Corp/
This page
|
25,024 | $4,214,542 | |
| 3 | F |
Ford Motor Co
|
16,795 | $233,450 | |
| 4 | GM |
General Motors Co
|
2,235 | $172,273 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
927 | $16,083 | |
| 6 | STLA |
Stellantis N.V.
|
600 | $3,444 | |
| 7 | LCID |
Lucid Group, Inc.
|
504 | $3,371 | |
| 8 | RACE |
Ferrari N.V.
|
1 | $372 |
All Filings in TM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,214,542 | 25,024 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $5,453,606 | 25,477 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,652,659 | 24,348 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,966,803 | 23,028 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,067,074 | 23,039 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,490,041 | 23,072 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,312,822 | 24,152 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,028,324 | 24,532 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,157,602 | 24,466 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,482,724 | 24,445 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,985,647 | 16,610 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,670,057 | 16,610 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,279,035 | 9,027 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,223,073 | 8,955 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,064,469 | 8,170 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,404,026 | 9,107 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,197,968 | 12,194 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,029,961 | 10,955 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,118,246 | 11,917 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,017,129 | 11,537 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||