Position in TM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$591,154
-$59,884 QoQ
Shares Held
3,510
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#256
of 639 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Plan A Wealth LLC holds $1,694,211 across 3 Auto Manufacturers names. TM ranks #2 (34.9% 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 | $591,154 | 3,510 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $651,038 | 3,159 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $661,445 | 3,090 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $576,327 | 3,016 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $472,853 | 2,745 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $212,718 | 1,205 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||