Position in TSLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$154,286,595
+$26,213,144 QoQ
Shares Held
366,825
+6.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#11
of 712 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 7.424521229469093.ToString("F0")%
Shared 0.ToString("F0")%
None 92.5754787705309.ToString("F0")%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Derivatives in TSLA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,229,180
PutShares
5,300
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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $194,114,685 across 10 Auto Manufacturers names. TSLA ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
366,825 | $154,286,595 | |
| 2 | GM |
General Motors Co
|
308,547 | $23,782,802 | |
| 3 | F |
Ford Motor Co
|
702,049 | $9,758,481 | |
| 4 | TM |
Toyota Motor Corp/
|
20,050 | $3,376,821 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
55,382 | $960,877 | |
| 6 | RACE |
Ferrari N.V.
|
2,575 | $958,646 | |
| 7 | HMC |
Honda Motor Co Ltd
|
20,536 | $556,730 | |
| 8 | LCID |
Lucid Group, Inc.
|
50,644 | $338,808 |
All Filings in TSLA
Export CSV
42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,229,180 | 5,300 | Put | Sole | 2026-07-15 | |
| 2026-06-30 | $154,286,595 | 366,825 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $128,073,451 | 344,515 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $203,114,239 | 451,646 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,669,555 | 10,500 | Put | Sole | 2025-10-29 | |
| 2025-09-30 | $178,910,411 | 402,299 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,143,576 | 3,600 | Put | Sole | 2025-07-10 | |
| 2025-06-30 | $952,980 | 3,000 | Call | Sole | 2025-07-10 | |
| 2025-06-30 | $120,544,981 | 379,478 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,943,700 | 7,500 | Put | Sole | 2025-04-16 | |
| 2025-03-31 | $84,847,947 | 327,396 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,884,480 | 22,000 | Put | Sole | 2025-03-17 | |
| 2024-12-31 | $6,582,592 | 16,300 | Call | Sole | 2025-03-17 | |
| 2024-12-31 | $276,006,871 | 683,456 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $136,556,470 | 521,945 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $6,933,195 | 26,500 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $4,787,829 | 18,300 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $110,192,841 | 556,867 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $19,788 | 100 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $316,608 | 1,600 | Call | Sole | 2024-07-16 | |
| 2024-03-31 | $79,791,608 | 453,903 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $210,948 | 1,200 | Call | Sole | 2024-04-15 | |
| 2024-03-31 | $35,158 | 200 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $130,487,781 | 525,144 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $3,354,480 | 13,500 | Call | Sole | 2024-01-30 | |
| 2023-12-31 | $248,480 | 1,000 | Put | Sole | 2024-01-30 | |
| 2023-09-30 | $7,256,380 | 29,000 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $2,051,804 | 8,200 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $131,156,816 | 524,166 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,515,609 | 9,610 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,013,936 | 19,348 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $187,479 | 1,522 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $9,621,943 | 36,275 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,696,569 | 7,558 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,491,052 | 6,935 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,271,724 | 6,449 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $144,756 | 560 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $522,689 | 2,307 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $871,871 | 3,916 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $885,615 | 3,765 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $543,555 | 3,801 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $66,804 | 928 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||