Compound Planning, Inc.

Position in TM — Toyota Motor Corp/

CIK 1978879 NEW YORK, NY

Position in TM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,415,738

-$1,174,812 QoQ

Shares Held

8,406

-33.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#157

of 639 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Compound Planning, Inc. holds $23,497,454 across 9 Auto Manufacturers names. TM ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	42,245	$17,768,247
2	GM	General Motors Co	19,500	$1,503,059
3	TM	Toyota Motor Corp/ This page	8,406	$1,415,738
4	F	Ford Motor Co	63,030	$876,116
5	RIVN	Rivian Automotive, Inc. / DE	29,025	$503,583
6	HMC	Honda Motor Co Ltd	16,857	$456,992
7	RACE	Ferrari N.V.	1,141	$424,782
8	NIO	NIO Inc.	59,312	$300,118

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,415,738	8,406	-33.1%	Shares	Sole	2026-08-04
2026-03-31	$2,590,550	12,570	+8.7%	Shares	Other	2026-05-14
2025-12-31	$2,475,389	11,564	+23.5%	Shares	Sole	2026-02-19
2025-09-30	$1,788,602	9,360	+13.0%	Shares	Sole	2025-11-10
2025-06-30	$1,427,346	8,286	-26.7%	Shares	Sole	2025-08-14
2025-03-31	$1,995,495	11,304	+39.1%	Shares	Sole	2025-05-14
2024-12-31	$1,581,790	8,128	+9.5%	Shares	Sole	2025-01-17
2024-09-30	$1,325,167	7,421	+9.5%	Shares	Sole	2024-10-08
2024-06-30	$1,389,491	6,779	+8.2%	Shares	Sole	2024-07-26
2024-03-31	$1,577,530	6,268	+19.3%	Shares	Sole	2024-05-07
2023-12-31	$963,845	5,256	+372.2%	Shares	Sole	2024-02-08
2023-09-30	$200,061	1,113	—	Shares	Sole	2023-11-09
No filing history on record for this holder in this stock.