Concord Wealth Partners

Position in TM — Toyota Motor Corp/

CIK 1814214 ABINGDON, VA

Position in TM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$34,189

-$9,265 QoQ

Shares Held

203

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#481

of 639 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Concord Wealth Partners holds $4,189,614 across 5 Auto Manufacturers names. TM ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	9,386	$3,947,751
2	GM	General Motors Co	1,363	$105,060
3	F	Ford Motor Co	4,704	$65,385
4	RACE	Ferrari N.V.	100	$37,229
5	TM	Toyota Motor Corp/ This page	203	$34,189

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,189	203	0.0%	Shares	Sole	2026-07-27
2025-12-31	$43,454	203	0.0%	Shares	Sole	2026-01-29
2025-09-30	$38,791	203	0.0%	Shares	Sole	2025-11-05
2025-06-30	$34,968	203	0.0%	Shares	Sole	2025-07-25
2025-03-31	$35,835	203	0.0%	Shares	Sole	2025-05-02
2024-12-31	$39,505	203	-38.5%	Shares	Sole	2025-01-24
2024-09-30	$58,928	330	0.0%	Shares	Sole	2024-10-24
2024-06-30	$67,640	330	+0.3%	Shares	Sole	2024-07-31
2024-03-31	$82,802	329	0.0%	Shares	Sole	2024-04-30
2023-12-31	$60,332	329	-54.3%	Shares	Sole	2024-04-30
2023-09-30	$129,420	720	0.0%	Shares	Sole	2024-04-30
2023-06-30	$115,740	720	+6.2%	Shares	Sole	2023-08-08
2023-03-31	$96,065	678	-7.5%	Shares	Sole	2023-04-26
2022-12-31	$100,113	733	+2.9%	Shares	Sole	2023-01-30
2022-06-30	$109,769	712	-56.5%	Shares	Sole	2022-08-04
2022-03-31	$295,249	1,638	-0.2%	Shares	Sole	2022-04-20
2021-12-31	$304,077	1,641	+144.6%	Shares	Sole	2022-01-21
2021-09-30	$119,270	671	-48.3%	Shares	Sole	2021-11-09
2021-06-30	$226,942	1,298	+16.8%	Shares	Sole	2021-07-29
2021-03-31	$173,382	1,111	+111.2%	Shares	Sole	2021-05-13
2020-12-31	$81,303	526	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.