Position in TM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$215,409
-$58,373 QoQ
Shares Held
1,279
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#401
of 639 holders
Holding Since
Jun 2024
7 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, 2026Heritage Wealth Management, Inc. holds $662,927 across 2 Auto Manufacturers names. TM ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
1,064 | $447,518 | |
| 2 | TM |
Toyota Motor Corp/
This page
|
1,279 | $215,409 |
All Filings in TM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,409 | 1,279 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $273,782 | 1,279 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $245,550 | 1,285 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $218,425 | 1,268 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $223,663 | 1,267 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $209,205 | 1,075 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $220,342 | 1,075 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||