Position in TM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,095,974
-$828,134 QoQ
Shares Held
24,320
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#85
of 639 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Naviter Wealth, LLC holds $15,948,892 across 3 Auto Manufacturers names. TM ranks #2 (25.7% of the industry book) .
All Filings in TM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,095,974 | 24,320 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,924,108 | 23,893 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,898,334 | 22,883 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,672,341 | 24,451 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,113,913 | 23,882 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,283,676 | 24,266 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,304,578 | 22,119 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,345,850 | 29,937 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,661,271 | 27,620 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,491,330 | 25,792 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,378,564 | 23,877 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,561,926 | 19,816 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,114,692 | 19,376 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,182,309 | 15,402 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,016,467 | 14,764 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,769,859 | 13,584 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,891,665 | 12,270 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||