Position in TSLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,581,035
+$211,880 QoQ
Shares Held
3,759
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,032
of 4,242 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $2,657,125 across 6 Auto Manufacturers names. TSLA ranks #1 (59.5% of the industry book) .
All Filings in TSLA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,035 | 3,759 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,369,155 | 3,683 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,651,821 | 3,673 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,598,323 | 3,594 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,140,399 | 3,590 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,021,349 | 3,941 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,232,519 | 3,052 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,017,217 | 3,888 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,238,926 | 6,261 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,042,258 | 5,929 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,431,741 | 5,762 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,483,554 | 5,929 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,401,516 | 5,354 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $732,541 | 3,531 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $311,399 | 2,528 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $492,569 | 1,857 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $416,846 | 619 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $530,179 | 492 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $523,106 | 495 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $373,781 | 482 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $452,680 | 666 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $328,621 | 492 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $237,105 | 336 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||