Concurrent Investment Advisors, LLC

Position in TM — Toyota Motor Corp/

CIK 2001015 Tampa, FL

Position in TM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$453,891

-$145,418 QoQ

Shares Held

2,695

-7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#286

of 639 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $65,358,843 across 6 Auto Manufacturers names. TM ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	135,987	$57,196,131
2	F	Ford Motor Co	255,304	$3,548,724
3	GM	General Motors Co	41,346	$3,186,949
4	RACE	Ferrari N.V.	2,092	$778,829
5	TM	Toyota Motor Corp/ This page	2,695	$453,891
6	RIVN	Rivian Automotive, Inc. / DE	11,200	$194,319

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,891	2,695	-7.3%	Shares	Sole	2026-07-27
2026-03-31	$599,309	2,908	+40.3%	Shares	Sole	2026-04-21
2025-12-31	$443,745	2,073	+20.0%	Shares	Sole	2026-01-29
2025-09-30	$330,203	1,728	-4.6%	Shares	Sole	2025-10-27
2025-06-30	$311,962	1,811	-0.5%	Shares	Sole	2025-07-25
2025-03-31	$321,284	1,820	+26.7%	Shares	Sole	2025-04-29
2024-12-31	$279,459	1,436	+27.4%	Shares	Sole	2025-02-03
2024-09-30	$201,248	1,127	-6.4%	Shares	Sole	2024-10-30
2024-06-30	$246,783	1,204	+21.4%	Shares	Sole	2024-07-30
2024-03-31	$249,666	992	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.