Position in TM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$678,732
-$83,801 QoQ
Shares Held
4,030
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#234
of 639 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $59,577,389 across 7 Auto Manufacturers names. TM ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
123,128 | $51,787,636 | |
| 2 | GM |
General Motors Co
|
54,135 | $4,172,725 | |
| 3 | F |
Ford Motor Co
|
126,058 | $1,752,206 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
40,191 | $697,313 | |
| 5 | TM |
Toyota Motor Corp/
This page
|
4,030 | $678,732 | |
| 6 | RACE |
Ferrari N.V.
|
1,164 | $433,345 | |
| 7 | NIO |
NIO Inc.
|
10,955 | $55,432 |
All Filings in TM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,732 | 4,030 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $762,533 | 3,700 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $858,808 | 4,012 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $688,497 | 3,603 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $428,410 | 2,487 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $372,125 | 2,108 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $317,019 | 1,629 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $236,783 | 1,326 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $287,572 | 1,403 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $360,909 | 1,434 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $211,987 | 1,156 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||