Position in TSLA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$40,626,324
-$3,975,103 QoQ
Shares Held
109,284
+10.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.07228871563998389.ToString("F0")%
Shared 0.ToString("F0")%
None 99.92771128436002.ToString("F0")%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Derivatives in TSLA
reported options exposure · as of Sep 30, 2024CallValue
$4,866,318
CallShares
18,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Merit Financial Group, LLC holds $52,418,583 across 8 Auto Manufacturers names. TSLA ranks #1 (77.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
109,284 | $40,626,324 | |
| 2 | GM |
General Motors Co
|
113,404 | $8,448,597 | |
| 3 | F |
Ford Motor Co
|
139,111 | $1,605,338 | |
| 4 | TM |
Toyota Motor Corp/
|
3,515 | $724,405 | |
| 5 | RACE |
Ferrari N.V.
|
1,640 | $555,056 | |
| 6 | RIVN |
Rivian Automotive, Inc. / DE
|
25,075 | $377,377 | |
| 7 | NIO |
NIO Inc.
|
11,153 | $67,252 | |
| 8 | FFAI |
Faraday Future Intelligent Electric Inc.
|
51,762 | $14,234 |
All Filings in TSLA
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,626,324 | 109,284 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $44,601,427 | 99,176 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $37,337,352 | 83,957 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $24,494,444 | 77,109 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $15,274,372 | 58,938 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $21,529,114 | 53,311 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,866,318 | 18,600 | Call | Sole | 2024-10-17 | |
| 2024-09-30 | $9,327,632 | 35,652 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,689,392 | 48,966 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,889,172 | 50,567 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $13,977,248 | 56,251 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,739,838 | 62,904 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $14,652,837 | 55,976 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $14,650,410 | 70,618 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $12,252,345 | 99,467 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $7,119,837 | 26,842 | Call | Sole | 2022-10-31 | |
| 2022-09-30 | $31,946,710 | 120,440 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,050,105 | 9,133 | Call | Sole | 2022-08-08 | |
| 2022-06-30 | $22,444,636 | 99,988 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,636,168 | 7,339 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $6,788,880 | 18,900 | Call | Sole | 2022-05-13 | |
| 2021-12-31 | $1,054,666 | 2,994 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $856,905 | 3,315 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $743,138 | 3,280 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $770,345 | 3,460 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $889,614 | 3,782 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $605,761 | 4,236 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $44,560 | 619 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $26,060 | 746 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||