Position in TM
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$248,338
-$25,230 QoQ
Shares Held
1,205
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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, 2026Capital Advisors Wealth Management, LLC holds $979,577 across 1 Auto Manufacturers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
2,329 | $979,577 |
All Filings in TM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,338 | 1,205 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $273,568 | 1,278 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $213,065 | 1,115 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $213,248 | 1,208 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $281,989 | 1,449 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $368,568 | 2,064 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $594,208 | 2,899 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $715,777 | 2,844 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $494,025 | 2,694 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $459,081 | 2,554 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $371,171 | 2,309 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $347,707 | 2,454 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $333,801 | 2,444 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $308,005 | 2,364 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $262,243 | 1,701 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $242,796 | 1,347 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||