Position in TM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$206,090
-$7,970 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026Altus Wealth Management, LLC holds $460,557 across 1 Auto Manufacturers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
1,095 | $460,557 |
All Filings in TM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,090 | 1,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $214,060 | 1,000 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $204,970 | 1,000 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $251,680 | 1,000 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||