Position in TM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$221,546
-$8,568 QoQ
Shares Held
1,075
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Sharp Wealth Advisory, LLC holds $186,371 across 1 Auto Manufacturers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | F |
Ford Motor Co
|
13,408 | $186,371 |
All Filings in TM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,546 | 1,075 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $230,114 | 1,075 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $210,199 | 1,100 | Shares | Sole | 2025-10-28 | |
| 2024-12-31 | $214,071 | 1,100 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||