Position in TM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$703,153
-$241,975 QoQ
Shares Held
4,175
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#228
of 639 holders
Holding Since
Dec 2020
23 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, 2026PDS Planning, Inc holds $8,830,431 across 8 Auto Manufacturers names. TM ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
16,395 | $6,895,737 | |
| 2 | TM |
Toyota Motor Corp/
This page
|
4,175 | $703,153 | |
| 3 | GM |
General Motors Co
|
4,255 | $327,975 | |
| 4 | RACE |
Ferrari N.V.
|
622 | $231,564 | |
| 5 | F |
Ford Motor Co
|
16,176 | $224,846 | |
| 6 | HMC |
Honda Motor Co Ltd
|
8,048 | $218,181 | |
| 7 | XPEV |
Xpeng Inc.
|
10,164 | $134,571 | |
| 8 | NIO |
NIO Inc.
|
18,657 | $94,404 |
All Filings in TM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,153 | 4,175 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $945,128 | 4,586 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $961,771 | 4,493 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $745,442 | 3,901 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $592,229 | 3,438 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $642,745 | 3,641 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $607,961 | 3,124 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $636,066 | 3,562 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $721,289 | 3,519 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $795,057 | 3,159 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $507,412 | 2,767 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $502,221 | 2,794 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $418,271 | 2,602 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $467,151 | 3,297 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $243,931 | 1,786 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $225,792 | 1,733 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $295,852 | 1,919 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $308,768 | 1,713 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $308,524 | 1,665 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $288,488 | 1,623 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $278,520 | 1,593 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $347,077 | 2,224 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $300,947 | 1,947 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||