Next Level Wealth Planning’s Toyota TM Stock Holding History

Next Level Wealth Planning’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.1K	Buy	+55	New	+$10.3K	﹤0.01%	336

Other funds holding TM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Next Level Wealth Planning's TM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Toyota (TM) in Q3 2026: 55 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings.

364 funds tracked by Wall St. Rank hold TM as of Q3 2026.

Next Level Wealth Planning held 55 shares of Toyota worth $10.1K as of Q3 2026.
Toyota was a new Next Level Wealth Planning position in Q3 2026.
Toyota made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #336 holding.
364 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.