Integrated Wealth Concepts LLC

Position in TM — Toyota Motor Corp/

CIK 1737109 WALTHAM, MA

Position in TM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,239,219

+$142,590 QoQ

Shares Held

6,013

+17.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $61,424,922 across 10 Auto Manufacturers names. TM ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	136,843	$50,871,385
2	GM	General Motors Co	54,866	$4,087,517
3	F	Ford Motor Co	253,138	$2,921,212
4	TM	Toyota Motor Corp/ This page	6,013	$1,239,219
5	RACE	Ferrari N.V.	1,930	$653,208
6	RIVN	Rivian Automotive, Inc. / DE	27,541	$414,492
7	HMC	Honda Motor Co Ltd	17,035	$414,120
8	CYD	China Yuchai International Ltd	9,404	$362,054

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,239,219	6,013	+17.4%	Shares	Other	2026-05-15
2025-12-31	$1,096,629	5,123	-11.2%	Shares	Other	2026-02-13
2025-09-30	$1,101,824	5,766	+1.6%	Shares	Other	2025-11-14
2025-06-30	$977,403	5,674	+55.2%	Shares	Other	2025-08-14
2025-03-31	$645,570	3,657	+1.1%	Shares	Other	2025-05-15
2024-12-31	$704,293	3,619	-2.8%	Shares	Other	2025-02-14
2024-09-30	$665,173	3,725	-12.9%	Shares	Other	2024-11-14
2024-06-30	$877,066	4,279	-23.7%	Shares	Other	2024-08-14
2024-03-31	$1,410,918	5,606	-64.3%	Shares	Other	2024-05-15
2023-12-31	$2,877,598	15,692	-2.3%	Shares	Other	2024-02-13
2023-09-30	$2,888,043	16,067	-1.6%	Shares	Other	2023-11-15
2023-06-30	$2,625,369	16,332	-6.3%	Shares	Other	2023-08-15
2023-03-31	$2,469,089	17,426	-1.3%	Shares	Other	2023-05-03
2022-12-31	$2,412,139	17,661	+3.9%	Shares	Other	2023-02-13
2022-09-30	$2,214,148	16,994	-4.8%	Shares	Other	2022-11-14
2022-06-30	$2,752,859	17,856	+0.1%	Shares	Other	2022-08-08
2022-03-31	$3,214,218	17,832	+9.4%	Shares	Other	2022-05-12
2021-12-31	$3,020,760	16,302	+15.4%	Shares	Other	2022-02-15
2021-09-30	$2,511,252	14,128	+12.5%	Shares	Other	2021-11-15
2021-06-30	$2,195,116	12,555	+22.3%	Shares	Other	2021-08-13
2021-03-31	$1,601,487	10,262	+27.4%	Shares	Other	2021-05-13
2020-12-31	$1,244,906	8,054	+10.4%	Shares	Other	2021-02-12
2020-09-30	$965,752	7,292	+1.0%	Shares	Other	2020-11-13
2020-06-30	$907,425	7,223	+19.8%	Shares	Other	2020-07-30
2020-03-31	$723,178	6,029	—	Shares	Other	2020-05-18
No filing history on record for this holder in this stock.