Position in TM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,421
-$1,883 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#555
of 639 holders
Holding Since
Mar 2025
4 quarters on record
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $2,657,125 across 6 Auto Manufacturers names. TM ranks #5 (0.3% of the industry book) .
All Filings in TM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,421 | 50 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,304 | 50 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,703 | 50 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $17,653 | 100 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||