Position in TSLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,956,210
+$220,510 QoQ
Shares Held
4,651
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,859
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, 2026Winch Advisory Services, LLC holds $2,248,359 across 8 Auto Manufacturers names. TSLA ranks #1 (87.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
4,651 | $1,956,210 | |
| 2 | F |
Ford Motor Co
|
18,138 | $252,118 | |
| 3 | TM |
Toyota Motor Corp/
|
103 | $17,347 | |
| 4 | HMC |
Honda Motor Co Ltd
|
472 | $12,795 | |
| 5 | GM |
General Motors Co
|
88 | $6,783 | |
| 6 | RIVN |
Rivian Automotive, Inc. / DE
|
127 | $2,203 | |
| 7 | STLA |
Stellantis N.V.
|
93 | $533 | |
| 8 | XPEV |
Xpeng Inc.
|
28 | $370 |
All Filings in TSLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,956,210 | 4,651 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,735,700 | 4,669 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,079,505 | 4,624 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,193,803 | 4,933 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,479,977 | 4,659 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,207,426 | 4,659 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,898,048 | 4,700 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,266,550 | 4,841 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $968,226 | 4,893 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $870,336 | 4,951 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,005,598 | 4,047 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $896,788 | 3,584 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $965,145 | 3,687 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $740,839 | 3,571 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $425,094 | 3,451 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $762,593 | 2,875 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $635,708 | 944 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $935,356 | 868 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,027,190 | 972 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $705,686 | 910 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $570,268 | 839 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $518,981 | 777 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $505,965 | 717 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $275,853 | 643 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $122,018 | 113 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $50,303 | 96 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||