Position in TM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$795,616
+$97,590 QoQ
Shares Held
4,724
+39.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#208
of 639 holders
Holding Since
Mar 2026
2 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, 2026WEALTHEDGE INVESTMENT ADVISORS, LLC holds $1,000,448 across 2 Auto Manufacturers names. TM ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TM |
Toyota Motor Corp/
This page
|
4,724 | $795,616 | |
| 2 | TSLA |
Tesla, Inc.
|
487 | $204,832 |
All Filings in TM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,616 | 4,724 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $698,026 | 3,387 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||