Position in TSLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,921,627
+$830,139 QoQ
Shares Held
14,079
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,093
of 4,245 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Derivatives in TSLA
reported options exposure · as of Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$67,341
PutShares
300
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 Jun 30, 2026Dakota Wealth Management holds $14,972,529 across 4 Auto Manufacturers names. TSLA ranks #1 (39.5% of the industry book) .
All Filings in TSLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,921,627 | 14,079 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $5,091,488 | 13,696 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $6,283,937 | 13,973 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $5,967,252 | 13,418 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,877,351 | 15,354 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $3,900,358 | 15,050 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $7,252,562 | 17,959 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,051,813 | 19,309 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $3,878,250 | 19,599 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $4,107,157 | 23,364 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,249,869 | 13,079 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $3,060,940 | 12,233 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $2,666,912 | 10,188 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $1,606,569 | 7,744 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $936,044 | 7,599 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,054,626 | 7,746 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $67,341 | 100 | Put | Sole | 2022-08-05 | |
| 2022-06-30 | $1,711,159 | 2,541 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,907,364 | 2,698 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,905,858 | 3,696 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $1,594,385 | 2,056 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,409,018 | 2,073 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,418,015 | 2,123 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,994,223 | 2,826 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $426,435 | 994 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $705,115 | 653 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||