FORTEM FINANCIAL GROUP, LLC

Position in TSLA — Tesla, Inc.

CIK 1766509 PALM DESERT, CA

Back to TSLA Full portfolio

Position in TSLA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$11,076,921

+$1,409,191 QoQ

Shares Held

26,336

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.96%

of 13F equity value

Holder Rank

#810

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 Sep 30, 2020

CallValue

$3,000

CallShares

1,200

PutValue

PutShares

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, 2026

FORTEM FINANCIAL GROUP, LLC holds $11,520,836 across 3 Auto Manufacturers names. TSLA ranks #1 (96.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	26,336	$11,076,921
2	GM	General Motors Co	3,804	$293,212
3	F	Ford Motor Co	10,842	$150,703

All Filings in TSLA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,076,921	26,336	+1.3%	Shares	Sole	2026-07-20
2026-03-31	$9,667,730	26,006	+1.4%	Shares	Sole	2026-04-16
2025-12-31	$11,532,169	25,643	+2.4%	Shares	Sole	2026-02-04
2025-09-30	$11,134,899	25,038	+1.3%	Shares	Sole	2025-11-04
2025-06-30	$7,852,237	24,719	+1.7%	Shares	Sole	2025-08-12
2025-03-31	$6,297,847	24,301	+2.2%	Shares	Sole	2025-05-01
2024-12-31	$9,601,699	23,776	+3.1%	Shares	Sole	2025-01-06
2024-09-30	$6,032,664	23,058	+8.3%	Shares	Sole	2024-11-18
2024-06-30	$4,213,260	21,292	+6.3%	Shares	Sole	2024-08-02
2024-03-31	$3,520,194	20,025	+29.5%	Shares	Sole	2024-05-01
2023-12-31	$3,841,500	15,460	+8.0%	Shares	Sole	2024-02-13
2023-09-30	$3,581,148	14,312	+14.9%	Shares	Sole	2023-10-10
2023-06-30	$3,260,868	12,457	+34.7%	Shares	Sole	2023-07-18
2023-03-31	$1,918,797	9,249	+48.1%	Shares	Sole	2023-04-21
2022-12-31	$769,382	6,246	+0.7%	Shares	Sole	2023-01-17
2022-09-30	$1,645,345	6,203	+195.2%	Shares	Sole	2022-11-01
2022-06-30	$1,414,855	2,101	+8.9%	Shares	Sole	2022-07-25
2022-03-31	$2,079,768	1,930	+11.1%	Shares	Sole	2022-04-27
2021-12-31	$1,835,626	1,737	+5.8%	Shares	Sole	2022-01-20
2021-09-30	$1,273,337	1,642	-5.7%	Shares	Sole	2021-10-15
2021-06-30	$1,184,037	1,742	-8.1%	Shares	Sole	2021-07-14
2021-03-31	$1,265,727	1,895	-22.8%	Shares	Sole	2021-04-20
2020-12-31	$1,732,419	2,455	+0.4%	Shares	Sole	2021-01-29
2020-09-30	$1,048,929	2,445	+421.3%	Shares	Sole	2020-10-15
2020-09-30	$3,000	400	—	Call	Sole	2020-10-15
2020-06-30	$506,430	469	—	Shares	Sole	2020-07-14
No filing history on record for this holder in this stock.