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XML Financial, LLC

Position in TSLA — Tesla, Inc.

CIK 1800465 BETHESDA, MD

Position in TSLA

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$2,519,814
+$362,177 QoQ
Shares Held
5,991
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,632
of 4,242 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 Jun 30, 2025
CallValue
$95,298
CallShares
300
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, 2026

XML Financial, LLC holds $3,309,190 across 2 Auto Manufacturers names. TSLA ranks #1 (76.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TSLA
Tesla, Inc.
This page
5,991 $2,519,814

All Filings in TSLA

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,519,814 5,991
2026-03-31 $2,157,637 5,804
2025-12-31 $2,593,085 5,766
2025-09-30 $2,424,613 5,452
2025-06-30 $95,298 300
2025-06-30 $1,798,590 5,662
2025-03-31 $1,469,696 5,671
2025-03-31 $77,748 300
2024-12-31 $2,323,695 5,754
2024-09-30 $1,575,797 6,023
2024-06-30 $1,180,156 5,964
2024-03-31 $1,017,824 5,790
2023-12-31 $1,451,868 5,843
2023-09-30 $1,577,386 6,304
2023-06-30 $1,284,505 4,907
2023-03-31 $849,133 4,093
2022-12-31 $579,931 4,708
2022-09-30 $1,281,953 4,833
2022-06-30 $930,666 1,382
2022-03-31 $1,592,692 1,478
2021-12-31 $1,665,485 1,576
2021-09-30 $1,501,329 1,936
2021-06-30 $959,736 1,412
2021-03-31 $973,841 1,458
2020-12-31 $1,146,007 1,624
2020-09-30 $677,835 1,580
2020-06-30 $345,539 320