OXFORD FINANCIAL GROUP, LTD. LLC

Position in TSLA — Tesla, Inc.

CIK 1245862 INDIANAPOLIS, IN

Back to TSLA Full portfolio

Position in TSLA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,454,855

+$169,344 QoQ

Shares Held

3,459

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,120

of 4,242 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in TSLA Over Time

Shares Held

Position Value (USD)

Derivatives in TSLA

reported options exposure · as of Jun 30, 2021

CallValue

$339,850

CallShares

1,500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $2,126,773 across 3 Auto Manufacturers names. TSLA ranks #1 (68.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	3,459	$1,454,855
2	GM	General Motors Co	5,051	$389,331
3	F	Ford Motor Co	20,330	$282,587

All Filings in TSLA

Export CSV

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,454,855	3,459	+0.0%	Shares	Sole	2026-08-11
2026-03-31	$1,285,511	3,458	+74.2%	Shares	Sole	2026-05-06
2025-12-31	$892,694	1,985	-20.9%	Shares	Sole	2026-02-13
2025-09-30	$1,115,802	2,509	+50.5%	Shares	Sole	2025-11-13
2025-06-30	$529,539	1,667	-34.9%	Shares	Sole	2025-08-14
2025-03-31	$663,449	2,560	+10.2%	Shares	Sole	2025-05-15
2024-12-31	$937,716	2,322	-3.8%	Shares	Sole	2025-02-11
2024-09-30	$631,574	2,414	-35.8%	Shares	Sole	2024-11-12
2024-06-30	$744,226	3,761	+43.3%	Shares	Sole	2024-08-14
2024-03-31	$461,272	2,624	-15.8%	Shares	Sole	2024-05-13
2023-12-31	$774,015	3,115	+0.9%	Shares	Sole	2024-02-14
2023-09-30	$772,429	3,087	-8.4%	Shares	Sole	2023-11-13
2023-06-30	$882,426	3,371	+45.1%	Shares	Sole	2023-08-10
2023-03-31	$481,929	2,323	+2.4%	Shares	Sole	2023-05-12
2022-12-31	$279,495	2,269	+20.1%	Shares	Sole	2023-02-14
2022-09-30	$501,322	1,890	+177.1%	Shares	Sole	2022-11-02
2022-06-30	$459,272	682	+10.2%	Shares	Sole	2022-08-11
2022-03-31	$667,034	619	+0.3%	Shares	Sole	2022-05-13
2021-12-31	$652,033	617	-0.3%	Shares	Sole	2022-02-10
2021-09-30	$480,022	619	-4.3%	Shares	Sole	2021-11-12
2021-06-30	$439,765	647	+15.5%	Shares	Sole	2021-08-03
2021-06-30	$339,850	500	0.0%	Call	Sole	2021-08-03
2021-03-31	$333,964	500	0.0%	Call	Sole	2021-05-10
2021-03-31	$374,040	560	-7.4%	Shares	Sole	2021-05-10
2020-12-31	$426,930	605	0.0%	Shares	Sole	2021-02-10
2020-12-31	$352,834	500	—	Call	Sole	2021-02-10
2020-09-30	$259,550	605	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.