Position in TM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,842
New position
Shares Held
100
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#523
of 639 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Center for Financial Planning, Inc. holds $1,987,071 across 9 Auto Manufacturers names. TM ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
2,772 | $1,165,903 | |
| 2 | F |
Ford Motor Co
|
53,907 | $749,307 | |
| 3 | RIVN |
Rivian Automotive, Inc. / DE
|
1,305 | $22,641 | |
| 4 | GM |
General Motors Co
|
284 | $21,890 | |
| 5 | TM |
Toyota Motor Corp/
This page
|
100 | $16,842 | |
| 6 | NIO |
NIO Inc.
|
1,975 | $9,993 | |
| 7 | RACE |
Ferrari N.V.
|
1 | $372 | |
| 8 | STLA |
Stellantis N.V.
|
17 | $97 |
All Filings in TM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,842 | 100 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||