Position in TSLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,861,106
+$2,497,460 QoQ
Shares Held
30,578
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#769
of 4,245 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $16,135,531 across 7 Auto Manufacturers names. TSLA ranks #1 (79.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
30,578 | $12,861,106 | |
| 2 | GM |
General Motors Co
|
32,814 | $2,529,303 | |
| 3 | F |
Ford Motor Co
|
43,521 | $604,941 | |
| 4 | TM |
Toyota Motor Corp/
|
573 | $96,504 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
1,280 | $22,208 | |
| 6 | RACE |
Ferrari N.V.
|
40 | $14,891 | |
| 7 | NIO |
NIO Inc.
|
1,300 | $6,578 |
All Filings in TSLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,861,106 | 30,578 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,363,646 | 27,878 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,665,736 | 25,940 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $11,668,118 | 26,237 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,534,571 | 26,867 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,033,343 | 27,139 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $10,969,909 | 27,164 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,252,906 | 27,722 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,689,445 | 28,752 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,320,390 | 24,577 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,920,036 | 23,825 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,039,810 | 24,138 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,601,315 | 25,218 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,902,487 | 23,631 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,918,011 | 23,689 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,607,377 | 24,910 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $5,621,709 | 8,348 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $9,161,755 | 8,502 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $9,213,008 | 8,718 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,781,571 | 8,745 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,916,789 | 8,705 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $5,861,752 | 8,776 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $6,209,895 | 8,800 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,813,469 | 8,889 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,122,905 | 1,966 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $922,239 | 1,760 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||