Position in TSLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$570,754
+$68,148 QoQ
Shares Held
1,357
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,052
of 4,245 holders
Holding Since
Sep 2024
8 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, 202644 WEALTH MANAGEMENT LLC holds $741,960 across 2 Auto Manufacturers names. TSLA ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
1,357 | $570,754 | |
| 2 | F |
Ford Motor Co
|
12,317 | $171,206 |
All Filings in TSLA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,754 | 1,357 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $502,606 | 1,352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $610,270 | 1,357 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $594,145 | 1,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $427,252 | 1,345 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $289,740 | 1,118 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $437,762 | 1,084 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $279,420 | 1,068 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||