KELLEHER FINANCIAL ADVISORS

Position in TSLA — Tesla, Inc.

CIK 1507971 NEW YORK, NY

Position in TSLA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,364,565

+$2,631,095 QoQ

Shares Held

10,377

+122.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#1,273

of 4,239 holders

Holding Since

Jun 2020

25 quarters on record

Consumer Cyclical · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $4,505,395 across 6 Auto Manufacturers names. TSLA ranks #1 (96.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	10,377	$4,364,565
2	GM	General Motors Co	1,340	$103,287
3	F	Ford Motor Co	1,371	$19,056
4	TM	Toyota Motor Corp/	90	$15,157
5	CYD	China Yuchai International Ltd	56	$2,654
6	RIVN	Rivian Automotive, Inc. / DE	39	$676

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,364,565	10,377	+122.5%	Shares	Sole	2026-08-06
2026-03-31	$1,733,470	4,663	+2.8%	Shares	Sole	2026-05-08
2025-12-31	$2,040,828	4,538	+21.5%	Shares	Sole	2026-01-20
2025-09-30	$1,661,028	3,735	-5.6%	Shares	Sole	2025-11-14
2025-06-30	$1,257,298	3,958	-1.1%	Shares	Sole	2025-08-08
2025-03-31	$1,036,899	4,001	-21.9%	Shares	Sole	2025-05-14
2024-12-31	$2,068,064	5,121	+19.0%	Shares	Sole	2025-01-17
2024-09-30	$1,125,532	4,302	-7.0%	Shares	Sole	2024-11-08
2024-06-30	$915,590	4,627	+8.4%	Shares	Sole	2024-07-29
2024-03-31	$750,271	4,268	+0.4%	Shares	Sole	2024-05-09
2023-12-31	$1,056,288	4,251	+0.4%	Shares	Sole	2024-04-25
2023-09-30	$1,059,681	4,235	-1.7%	Shares	Sole	2024-04-25
2023-06-30	$1,128,228	4,310	+5.7%	Shares	Sole	2024-04-25
2023-03-31	$846,021	4,078	+10.1%	Shares	Sole	2024-04-25
2022-12-31	$456,258	3,704	+17.1%	Shares	Sole	2024-04-25
2022-09-30	$838,720	3,162	+194.4%	Shares	Sole	2022-11-14
2022-06-30	$723,252	1,074	+1.9%	Shares	Sole	2022-08-15
2022-03-31	$1,135,790	1,054	-0.1%	Shares	Sole	2022-05-16
2021-12-31	$1,114,902	1,055	0.0%	Shares	Sole	2022-02-15
2021-09-30	$818,131	1,055	-0.7%	Shares	Sole	2021-11-15
2021-06-30	$721,841	1,062	0.0%	Shares	Sole	2021-08-16
2021-03-31	$709,341	1,062	-0.7%	Shares	Sole	2021-05-13
2020-12-31	$755,066	1,070	0.0%	Shares	Sole	2021-02-12
2020-09-30	$459,040	1,070	+347.7%	Shares	Sole	2020-11-13
2020-06-30	$258,074	239	—	Shares	Sole	2021-11-02
No filing history on record for this holder in this stock.