Heritage Wealth Advisors

Position in TSLA — Tesla, Inc.

CIK 1591122 RICHMOND, VA

Position in TSLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$308,720

+$36,971 QoQ

Shares Held

734

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,625

of 4,245 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Heritage Wealth Advisors holds $403,491 across 5 Auto Manufacturers names. TSLA ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	734	$308,720
2	GM	General Motors Co	674	$51,951
3	F	Ford Motor Co	2,920	$40,588
4	NIO	NIO Inc.	243	$1,229
5	LCID	Lucid Group, Inc.	150	$1,003

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,720	734	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$271,749	731	+93.4%	Shares	Sole	2026-05-14
2025-12-31	$169,994	378	+11.2%	Shares	Sole	2026-02-13
2025-09-30	$151,204	340	+8.6%	Shares	Sole	2025-11-13
2025-06-30	$99,427	313	0.0%	Shares	Sole	2025-08-11
2025-03-31	$81,117	313	-12.3%	Shares	Sole	2025-05-08
2024-12-31	$144,170	357	+2.3%	Shares	Sole	2025-02-12
2024-09-30	$91,308	349	+13.7%	Shares	Sole	2024-11-12
2024-06-30	$60,749	307	-30.2%	Shares	Sole	2024-12-12
2024-03-31	$77,347	440	+5.5%	Shares	Sole	2024-12-12
2023-12-31	$103,616	417	-3.5%	Shares	Sole	2024-12-12
2023-09-30	$108,095	432	0.0%	Shares	Sole	2024-12-12
2023-06-30	$113,084	432	0.0%	Shares	Sole	2024-12-12
2023-03-31	$89,622	432	-8.9%	Shares	Sole	2023-05-04
2022-12-31	$58,387	474	-49.8%	Shares	Sole	2024-12-12
2022-09-30	$250,661	945	+200.0%	Shares	Sole	2024-12-12
2022-06-30	$212,127	315	-4.8%	Shares	Sole	2022-08-04
2022-03-31	$356,685	331	+100.6%	Shares	Sole	2022-05-11
2021-12-31	$174,368	165	+7.8%	Shares	Sole	2022-03-28
2021-09-30	$118,648	153	0.0%	Shares	Sole	2021-11-02
2021-06-30	$103,994	153	0.0%	Shares	Sole	2021-08-09
2021-03-31	$102,193	153	-12.6%	Shares	Sole	2021-04-27
2020-12-31	$123,492	175	-24.2%	Shares	Sole	2021-02-01
2020-09-30	$99,101	231	+266.7%	Shares	Sole	2020-11-03
2020-06-30	$68,027	63	+472.7%	Shares	Sole	2020-07-17
2020-03-31	$5,763	11	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.