Position in TM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$16,842
-$21,490 QoQ
Shares Held
100
-46.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#523
of 640 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $1,409,130 across 9 Auto Manufacturers names. TM ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
3,083 | $1,296,709 | |
| 2 | RACE |
Ferrari N.V.
|
84 | $31,272 | |
| 3 | GM |
General Motors Co
|
300 | $23,124 | |
| 4 | F |
Ford Motor Co
|
1,639 | $22,782 | |
| 5 | TM |
Toyota Motor Corp/
This page
|
100 | $16,842 | |
| 6 | HMC |
Honda Motor Co Ltd
|
280 | $7,590 | |
| 7 | NIO |
NIO Inc.
|
1,475 | $7,463 | |
| 8 | RIVN |
Rivian Automotive, Inc. / DE
|
154 | $2,671 |
All Filings in TM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,842 | 100 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $38,332 | 186 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $37,460 | 175 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $24,268 | 127 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,847 | 92 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,651 | 83 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $15,568 | 80 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $10,535 | 59 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,378 | 36 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $755 | 3 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $366 | 2 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,797 | 10 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $803 | 5 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $11,745 | 86 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||