Position in TSLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,038,741
+$1,047,990 QoQ
Shares Held
16,735
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,007
of 4,245 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $7,345,402 across 2 Auto Manufacturers names. TSLA ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
16,735 | $7,038,741 | |
| 2 | F |
Ford Motor Co
|
22,062 | $306,661 |
All Filings in TSLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,038,741 | 16,735 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,990,751 | 16,115 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,196,419 | 16,002 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,071,937 | 15,902 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,929,447 | 15,518 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,787,364 | 14,614 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,836,699 | 14,453 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,559,999 | 13,607 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,752,002 | 18,961 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,390,989 | 19,290 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,747,823 | 15,083 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,964,865 | 19,842 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,302,151 | 20,255 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,277,617 | 20,619 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,536,153 | 20,589 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,210,578 | 15,874 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,511,884 | 5,215 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,322,253 | 4,011 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,726,206 | 3,526 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,693,648 | 2,184 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,434,846 | 2,111 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,234,334 | 1,848 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,059,210 | 1,501 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $673,545 | 1,570 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $453,519 | 420 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $230,035 | 439 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||