Position in TSLA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,174,268
+$1,605,112 QoQ
Shares Held
7,547
+78.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,471
of 4,242 holders
Holding Since
Mar 2020
26 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, 2026Annex Advisory Services, LLC holds $3,786,451 across 2 Auto Manufacturers names. TSLA ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
7,547 | $3,174,268 | |
| 2 | F |
Ford Motor Co
|
44,042 | $612,183 |
All Filings in TSLA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,174,268 | 7,547 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,569,156 | 4,221 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,415,718 | 3,148 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,390,194 | 3,126 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $999,676 | 3,147 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $811,948 | 3,133 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,456,650 | 3,607 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,112,450 | 4,252 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $848,905 | 4,290 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $776,464 | 4,417 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,347,258 | 5,422 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,190,796 | 4,759 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,226,392 | 4,685 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $970,497 | 4,678 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $591,140 | 4,799 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,305,825 | 4,923 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,149,527 | 1,707 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,545,278 | 1,434 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,205,785 | 1,141 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $852,252 | 1,099 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $768,061 | 1,130 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $628,522 | 941 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $892,672 | 1,265 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $506,231 | 1,180 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $372,534 | 345 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $254,139 | 485 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||