Position in TSLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,086,268
+$1,131,949 QoQ
Shares Held
16,848
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#1,005
of 4,245 holders
Holding Since
Dec 2020
23 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, 2026Legacy Financial Advisors, Inc. holds $8,391,216 across 3 Auto Manufacturers names. TSLA ranks #1 (84.4% of the industry book) .
All Filings in TSLA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,086,268 | 16,848 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,954,319 | 16,017 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,231,497 | 16,080 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,022,128 | 15,790 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,468,516 | 17,215 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,089,285 | 15,779 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,066,392 | 17,498 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,268,493 | 16,315 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,048,935 | 15,408 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,009,279 | 11,430 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,981,263 | 11,998 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,874,527 | 11,488 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,467,967 | 9,428 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,648,062 | 7,944 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $691,039 | 5,610 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,518,821 | 5,726 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,043,127 | 1,549 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,765,108 | 1,638 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,375,927 | 1,302 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $964,696 | 1,244 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $674,262 | 992 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $574,419 | 860 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $529,252 | 750 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||