Position in TM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$261,116
-$134,252 QoQ
Shares Held
1,267
-31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Beverly Hills Private Wealth, LLC holds $976,143 across 3 Auto Manufacturers names. TM ranks #2 (26.7% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,116 | 1,267 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $395,368 | 1,847 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $350,266 | 1,833 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $224,453 | 1,303 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $242,374 | 1,373 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $265,057 | 1,362 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $245,176 | 1,373 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $326,106 | 1,591 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $425,590 | 1,691 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $413,888 | 2,257 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $426,186 | 2,371 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $717,105 | 4,461 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $351,107 | 2,478 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $217,298 | 1,591 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||