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Wealth Group, Ltd.

SEC CIK
0002013988
Latest filing
Jul 21, 2026

TM holding history

Toyota Motor Corp in every 13F filed by Wealth Group, Ltd., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TM overviewAll 13F holders of TMFull Q2 2026 holdings

Shares (Q2 2026)
4,722
Value
$795.0K
% of portfolio
0.2%
Quarters held
9
Since Q1 2024
Holdings of TM by Wealth Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,722$795.0K0.2%+2,517+114.1%AddedHolders
Q1 20262,205$454.0K0.4%00.0%UnchangedHolders
Q4 20252,205$472.0K0.5%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20252,227$384.0K0.4%+222+11.1%AddedHolders
Q1 20252,005$354.0K0.2%+597+42.4%AddedHolders
Q4 20241,408$274.0K0.2%+228+19.3%AddedHolders
Q3 20241,180$211.0K0.1%−82−6.5%ReducedHolders
Q2 20241,262$259.0K0.2%−2−0.2%ReducedHolders
Q1 20241,264$318.0K0.2%–No prior filingHolders