Position in TSLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,912,421
+$504,589 QoQ
Shares Held
9,302
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#1,357
of 4,258 holders
Holding Since
Sep 2020
24 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, 2026Beacon Financial Advisory LLC holds $4,231,398 across 2 Auto Manufacturers names. TSLA ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
9,302 | $3,912,421 | |
| 2 | F |
Ford Motor Co
|
22,948 | $318,977 |
All Filings in TSLA
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,912,421 | 9,302 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,407,832 | 9,167 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,053,326 | 9,013 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,115,883 | 9,255 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,902,459 | 9,137 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,944,218 | 7,502 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,971,858 | 7,359 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,909,899 | 7,300 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,352,114 | 6,833 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,164,432 | 6,624 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,495,849 | 6,020 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,573,633 | 6,289 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,130,061 | 4,317 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $766,564 | 3,695 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $267,300 | 2,170 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $615,114 | 2,319 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $638,402 | 948 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,021,564 | 948 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,014,508 | 960 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,714,955 | 3,501 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $668,145 | 983 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $734,054 | 1,099 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $783,999 | 1,111 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $368,948 | 860 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||