Position in TM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,210
-$942 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#580
of 639 holders
Holding Since
Dec 2025
3 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, 2026Beacon Financial Strategies CORP holds $12,563 across 2 Auto Manufacturers names. TM ranks #2 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | F |
Ford Motor Co
|
601 | $8,353 | |
| 2 | TM |
Toyota Motor Corp/
This page
|
25 | $4,210 |
All Filings in TM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,210 | 25 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,152 | 25 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,351 | 25 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||