Position in TSLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$444,994
+$56,516 QoQ
Shares Held
1,058
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,304
of 4,242 holders
Holding Since
Mar 2020
10 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, 2021CallValue
$0
CallShares
0
PutValue
$317,034
PutShares
900
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, 2026Keudell/Morrison Wealth Management holds $616,269 across 2 Auto Manufacturers names. TSLA ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
1,058 | $444,994 | |
| 2 | F |
Ford Motor Co
|
12,322 | $171,275 |
All Filings in TSLA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,994 | 1,058 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $388,478 | 1,045 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $480,300 | 1,068 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $364,038 | 1,146 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $252,940 | 976 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $331,148 | 820 | Shares | Sole | 2025-01-23 | |
| 2022-03-31 | $229,528 | 213 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $225,094 | 213 | Shares | Sole | 2022-02-08 | |
| 2021-12-31 | $317,034 | 300 | Put | Sole | 2022-02-08 | |
| 2021-09-30 | $20,162 | 26 | Shares | Sole | 2021-12-08 | |
| 2021-09-30 | $232,643 | 300 | Put | Sole | 2021-12-08 | |
| 2020-03-31 | $523,999 | 1,000 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||