Position in TM
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$1,097,087
-$142,132 QoQ
Shares Held
6,514
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026Integrated Wealth Concepts LLC holds $70,318,748 across 12 Auto Manufacturers names. TM ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
139,388 | $58,626,592 | |
| 2 | GM |
General Motors Co
|
54,056 | $4,166,636 | |
| 3 | F |
Ford Motor Co
|
264,743 | $3,679,927 | |
| 4 | TM |
Toyota Motor Corp/
This page
|
6,514 | $1,097,087 | |
| 5 | RACE |
Ferrari N.V.
|
1,705 | $634,754 | |
| 6 | HMC |
Honda Motor Co Ltd
|
21,437 | $581,157 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
33,437 | $580,131 | |
| 8 | CYD |
China Yuchai International Ltd
|
9,038 | $428,491 |
All Filings in TM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,087 | 6,514 | Shares | Other | 2026-09-09 | |
| 2026-03-31 | $1,239,219 | 6,013 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,096,629 | 5,123 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,101,824 | 5,766 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $977,403 | 5,674 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $645,570 | 3,657 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $704,293 | 3,619 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $665,173 | 3,725 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $877,066 | 4,279 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,410,918 | 5,606 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,877,598 | 15,692 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,888,043 | 16,067 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,625,369 | 16,332 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,469,089 | 17,426 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,412,139 | 17,661 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,214,148 | 16,994 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,752,859 | 17,856 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $3,214,218 | 17,832 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,020,760 | 16,302 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,511,252 | 14,128 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,195,116 | 12,555 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,601,487 | 10,262 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,244,906 | 8,054 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $965,752 | 7,292 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $907,425 | 7,223 | 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. | ||||||