Position in TSLA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$688,942
+$162,544 QoQ
Shares Held
1,638
+15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,866
of 4,245 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Benchmark Financial Wealth Advisors, LLC holds $1,046,436 across 2 Auto Manufacturers names. TSLA ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
1,638 | $688,942 | |
| 2 | F |
Ford Motor Co
|
25,719 | $357,494 |
All Filings in TSLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,942 | 1,638 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $526,398 | 1,416 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $765,873 | 1,703 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $447,833 | 1,007 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $307,177 | 967 | Shares | Sole | 2025-08-05 | |
| 2022-09-30 | $260,740 | 983 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $230,606 | 214 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||