Position in TM
as of Mar 31, 2025
· filed May 1, 2025
Position Value
$616,265
-$141,157 QoQ
Shares Held
3,491
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
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 Mar 31, 2025Schechter Investment Advisors, LLC holds $4,632,347 across 7 Auto Manufacturers names. TM ranks #3 (13.3% of the industry book) .
All Filings in TM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 | $616,265 | 3,491 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $757,422 | 3,892 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $758,922 | 4,250 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $854,929 | 4,171 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,081,720 | 4,298 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $693,542 | 3,782 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $644,763 | 3,587 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $533,368 | 3,318 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $251,641 | 1,776 | Shares | Other | 2023-04-28 | |
| 2022-12-31 | $445,932 | 3,265 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $247,681 | 1,901 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $360,911 | 2,341 | Shares | Other | 2022-11-03 | |
| 2022-03-31 | $471,353 | 2,615 | Shares | Other | 2022-11-18 | |
| 2021-12-31 | $453,614 | 2,448 | Shares | Other | 2022-12-27 | |
| No filing history on record for this holder in this stock. | ||||||