Position in TSLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,224,880
+$927,443 QoQ
Shares Held
14,800
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,066
of 4,245 holders
Holding Since
Sep 2020
23 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 Sep 30, 2025CallValue
$311,304
CallShares
700
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 Jun 30, 2026Legacy Advisors, LLC holds $7,369,366 across 5 Auto Manufacturers names. TSLA ranks #1 (84.5% of the industry book) .
All Filings in TSLA
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,224,880 | 14,800 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,297,437 | 14,250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,188,147 | 13,760 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,230,351 | 11,761 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $311,304 | 700 | Call | Sole | 2025-11-13 | |
| 2025-03-31 | $207,328 | 800 | Call | Sole | 2025-04-23 | |
| 2025-03-31 | $5,362,538 | 20,692 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,423 | 6 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $8,050,146 | 19,934 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $156,978 | 600 | Call | Sole | 2024-11-13 | |
| 2024-09-30 | $4,838,061 | 18,492 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $118,728 | 600 | Call | Sole | 2024-07-30 | |
| 2024-06-30 | $2,725,401 | 13,773 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,171,182 | 12,351 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,606,190 | 14,513 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $149,088 | 600 | Call | Sole | 2024-02-12 | |
| 2023-09-30 | $3,182,297 | 12,718 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,388,651 | 9,125 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,535,411 | 7,401 | Shares | Sole | 2023-05-01 | |
| 2023-03-31 | $20,746 | 100 | Call | Sole | 2023-05-01 | |
| 2022-12-31 | $653,346 | 5,304 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,324,923 | 4,995 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $631,667 | 938 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,038,806 | 964 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $554,809 | 525 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $407,126 | 525 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $353,444 | 520 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $347,323 | 520 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $366,948 | 520 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $212,359 | 495 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||