Position in TSLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,829,376
+$434,935 QoQ
Shares Held
6,727
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,539
of 4,245 holders
Holding Since
Dec 2020
18 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, 2026Retirement Planning Group, LLC holds $3,059,156 across 2 Auto Manufacturers names. TSLA ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
6,727 | $2,829,376 | |
| 2 | F |
Ford Motor Co
|
16,531 | $229,780 |
All Filings in TSLA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,829,376 | 6,727 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,394,441 | 6,441 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,620,968 | 5,828 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,457,967 | 5,527 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $868,800 | 2,735 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $501,733 | 1,936 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $670,374 | 1,660 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $364,188 | 1,392 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $237,258 | 1,199 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $238,540 | 960 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $232,454 | 929 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $245,016 | 936 | Shares | Sole | 2023-07-24 | |
| 2022-09-30 | $315,117 | 1,188 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $270,041 | 401 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $422,419 | 392 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $394,178 | 373 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $284,601 | 367 | Shares | Sole | 2021-10-18 | |
| 2020-12-31 | $206,055 | 292 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||