Position in TM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,251,360
-$279,888 QoQ
Shares Held
7,430
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#171
of 639 holders
Holding Since
Mar 2024
10 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, 2026Cascade Financial Partners, LLC holds $9,770,192 across 2 Auto Manufacturers names. TM ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
20,254 | $8,518,832 | |
| 2 | TM |
Toyota Motor Corp/
This page
|
7,430 | $1,251,360 |
All Filings in TM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,360 | 7,430 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,531,248 | 7,430 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,590,465 | 7,430 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,419,798 | 7,430 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,279,891 | 7,430 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,311,617 | 7,430 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,445,952 | 7,430 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,326,775 | 7,430 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,522,927 | 7,430 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,869,982 | 7,430 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||