Position in TM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$795,279
+$340,851 QoQ
Shares Held
4,722
+114.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#210
of 639 holders
Holding Since
Mar 2024
9 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, 2026Wealth Group, Ltd. holds $1,737,843 across 2 Auto Manufacturers names. TM ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
2,241 | $942,564 | |
| 2 | TM |
Toyota Motor Corp/
This page
|
4,722 | $795,279 |
All Filings in TM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,279 | 4,722 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $454,428 | 2,205 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $472,002 | 2,205 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $383,623 | 2,227 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $353,942 | 2,005 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $274,010 | 1,408 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $210,712 | 1,180 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $258,672 | 1,262 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $318,123 | 1,264 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||