Position in TSLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,264,416
-$244,926 QoQ
Shares Held
14,894
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,064
of 4,245 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $6,569,593 across 2 Auto Manufacturers names. TSLA ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
14,894 | $6,264,416 | |
| 2 | TM |
Toyota Motor Corp/
|
1,812 | $305,177 |
All Filings in TSLA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,264,416 | 14,894 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,509,342 | 17,510 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,892,136 | 17,549 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,274,729 | 16,358 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $3,113,029 | 12,012 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $3,286,596 | 12,562 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,591,040 | 13,094 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,280,347 | 12,972 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||