Position in TSLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$60,987
+$7,084 QoQ
Shares Held
145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4,123
of 4,245 holders
Holding Since
Mar 2024
10 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, 2026CBIZ Investment Advisory Services, LLC holds $79,504 across 4 Auto Manufacturers names. TSLA ranks #1 (76.7% of the industry book) .
All Filings in TSLA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,987 | 145 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $53,903 | 145 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $532,918 | 1,185 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $507,425 | 1,141 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $341,166 | 1,074 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $265,379 | 1,024 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $167,189 | 414 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $90,523 | 346 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $68,466 | 346 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $24,083 | 137 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||