Position in TM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,599
-$54,701 QoQ
Shares Held
57
-81.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#550
of 639 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $126,798 across 7 Auto Manufacturers names. TM ranks #3 (7.6% of the industry book) .
All Filings in TM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,599 | 57 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $64,300 | 312 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $856 | 4 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $76,826 | 446 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $27,008 | 517 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $92,828 | 477 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||