Position in TM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$13,601
New position
Shares Held
66
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026BALLAST ADVISORS LLC holds $1,958,313 across 1 Auto Manufacturers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
4,656 | $1,958,313 |
All Filings in TM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,601 | 66 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||