Position in TSLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,107,298
+$878,627 QoQ
Shares Held
16,898
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,002
of 4,245 holders
Holding Since
Jun 2020
25 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, 2026Valmark Advisers, Inc. holds $7,721,096 across 3 Auto Manufacturers names. TSLA ranks #1 (92.1% of the industry book) .
All Filings in TSLA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,107,298 | 16,898 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,228,671 | 16,755 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,203,165 | 16,017 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,242,709 | 16,286 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,136,555 | 19,318 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,490,983 | 17,329 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,643,571 | 16,451 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,868,722 | 14,787 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,720,058 | 13,746 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,227,786 | 12,673 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,646,808 | 10,652 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,631,563 | 10,517 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,713,246 | 10,365 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,145,343 | 10,341 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,148,407 | 9,323 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,213,511 | 8,345 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,781,195 | 2,645 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,775,897 | 2,576 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,794,412 | 1,698 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,252,400 | 1,615 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,122,864 | 1,652 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,397,309 | 2,092 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,419,807 | 2,012 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $634,076 | 1,478 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $264,553 | 245 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||