Position in TM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$335,829
-$120,248 QoQ
Shares Held
1,994
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 639 holders
Holding Since
Jun 2025
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $30,229,165 across 7 Auto Manufacturers names. TM ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
52,501 | $22,081,920 | |
| 2 | GM |
General Motors Co
|
45,675 | $3,520,629 | |
| 3 | F |
Ford Motor Co
|
193,856 | $2,694,598 | |
| 4 | HMC |
Honda Motor Co Ltd
|
32,013 | $867,872 | |
| 5 | RACE |
Ferrari N.V.
|
1,254 | $466,851 | |
| 6 | TM |
Toyota Motor Corp/
This page
|
1,994 | $335,829 | |
| 7 | CYD |
China Yuchai International Ltd
|
5,515 | $261,466 |
All Filings in TM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,829 | 1,994 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $456,077 | 2,213 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $334,575 | 1,563 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $5,167 | 30 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||