Position in TSLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,685,153
+$4,724,015 QoQ
Shares Held
65,823
+6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#552
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 Dec 31, 2020CallValue
$239,000
CallShares
8,400
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, 2026CreativeOne Wealth, LLC holds $30,015,326 across 3 Auto Manufacturers names. TSLA ranks #1 (92.2% of the industry book) .
All Filings in TSLA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,685,153 | 65,823 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $22,961,138 | 61,765 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $27,852,058 | 61,932 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $26,439,937 | 59,453 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $17,908,717 | 56,377 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $13,366,954 | 51,578 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $17,601,365 | 43,585 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $9,697,838 | 37,067 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $6,013,374 | 30,389 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $5,731,456 | 32,604 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,236,832 | 17,051 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,818,607 | 15,261 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,216 | 17,276 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,461,384 | 26,325 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,922,420 | 31,843 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,756,448 | 25,472 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,627,741 | 6,872 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,845,980 | 5,425 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,012,879 | 2,851 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,107,717 | 5,297 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,788,128 | 4,102 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $4,451,084 | 6,664 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $239,000 | 2,800 | Call | Sole | 2021-02-12 | |
| 2020-12-31 | $4,293,295 | 6,084 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $676,547 | 1,577 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $331,500 | 307 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||