Position in TSLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,818,627
+$470,275 QoQ
Shares Held
9,079
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,367
of 4,245 holders
Holding Since
Sep 2021
19 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, 2026RKL Wealth Management LLC holds $4,298,316 across 2 Auto Manufacturers names. TSLA ranks #1 (88.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
9,079 | $3,818,627 | |
| 2 | F |
Ford Motor Co
|
34,510 | $479,689 |
All Filings in TSLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,818,627 | 9,079 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,348,352 | 9,007 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,722,060 | 10,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,372,487 | 9,832 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,421,515 | 10,771 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,785,710 | 10,749 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,015,381 | 9,943 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,554,293 | 9,763 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,763,308 | 8,911 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,456,420 | 8,285 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,737,869 | 6,994 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $293,758 | 1,174 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $314,124 | 1,200 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $250,611 | 1,208 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $355,700 | 1,341 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $301,692 | 448 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $573,283 | 532 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $403,689 | 382 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $288,478 | 372 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||