Position in TSLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,627,908
+$298,151 QoQ
Shares Held
6,248
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,606
of 4,244 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026ProVise Management Group, LLC holds $2,783,226 across 2 Auto Manufacturers names. TSLA ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
6,248 | $2,627,908 | |
| 2 | F |
Ford Motor Co
|
11,174 | $155,318 |
All Filings in TSLA
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,627,908 | 6,248 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,329,757 | 6,267 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,830,987 | 6,295 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,417,053 | 5,435 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,736,964 | 5,468 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,358,516 | 5,242 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,048,276 | 5,072 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,390,563 | 5,315 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,026,997 | 5,190 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $808,985 | 4,602 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,137,044 | 4,576 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,146,007 | 4,580 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $909,089 | 4,382 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $434,579 | 3,528 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,125,986 | 4,245 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $919,218 | 1,365 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,448,294 | 1,344 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,355,848 | 1,283 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $794,866 | 1,025 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $933,228 | 1,373 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $942,449 | 1,411 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,106,490 | 1,568 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $687,273 | 1,602 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $354,177 | 328 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||