Position in TSLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$180,016
+$11,242 QoQ
Shares Held
428
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#4,026
of 4,245 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026IAG Wealth Partners, LLC holds $201,241 across 2 Auto Manufacturers names. TSLA ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
428 | $180,016 | |
| 2 | F |
Ford Motor Co
|
1,527 | $21,225 |
All Filings in TSLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,016 | 428 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $168,774 | 454 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $204,172 | 454 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $201,902 | 454 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $162,959 | 513 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $100,554 | 388 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $109,440 | 271 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $82,675 | 316 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $51,646 | 261 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $42,365 | 241 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $59,883 | 241 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $60,303 | 241 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $88,740 | 339 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $56,429 | 272 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $56,539 | 459 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $152,784 | 576 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $76,096 | 113 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $131,467 | 122 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $128,927 | 122 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $96,934 | 125 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $84,962 | 125 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $83,491 | 125 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $56,453 | 80 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $34,320 | 80 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $17,276 | 16 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $8,383 | 16 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||