GoalVest Advisory LLC

Position in TSLA — Tesla, Inc.

CIK 1839307 NEW YORK, NY

Position in TSLA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$6,107,532

+$833,515 QoQ

Shares Held

14,521

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.38%

of 13F equity value

Holder Rank

#1,075

of 4,245 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

GoalVest Advisory LLC holds $6,152,623 across 2 Auto Manufacturers names. TSLA ranks #1 (99.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TSLA	Tesla, Inc. This page	14,521	$6,107,532
2	F	Ford Motor Co	3,244	$45,091

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,107,532	14,521	+2.4%	Shares	Sole	2026-07-09
2026-03-31	$5,274,017	14,187	+1.0%	Shares	Sole	2026-04-13
2025-12-31	$6,319,015	14,051	-7.3%	Shares	Sole	2026-01-05
2025-09-30	$6,738,397	15,152	+0.3%	Shares	Sole	2025-10-22
2025-06-30	$4,798,889	15,107	+1.2%	Shares	Sole	2025-08-01
2025-03-31	$3,869,517	14,931	+46.8%	Shares	Sole	2025-04-07
2024-12-31	$4,108,264	10,173	+30.1%	Shares	Sole	2025-01-17
2024-09-30	$2,046,208	7,821	0.0%	Shares	Sole	2024-11-06
2024-06-30	$1,547,619	7,821	-0.5%	Shares	Sole	2024-07-30
2024-03-31	$1,381,885	7,861	+7111.9%	Shares	Sole	2024-04-15
2023-12-31	$27,084	109	-45.8%	Shares	Sole	2024-01-02
2023-09-30	$50,294	201	+71.8%	Shares	Sole	2023-10-10
2023-03-31	$24,272	117	-71.1%	Shares	Sole	2023-04-03
2022-12-31	$49,887	405	+28.6%	Shares	Sole	2023-01-06
2022-09-30	$83,553	315	+200.0%	Shares	Sole	2022-10-11
2022-06-30	$70,709	105	+12.9%	Shares	Sole	2022-07-06
2022-03-31	$100,216	93	+86.0%	Shares	Sole	2022-05-03
2021-06-30	$33,985	50	0.0%	Shares	Sole	2021-09-01
2021-03-31	$33,396	50	0.0%	Shares	Sole	2021-05-13
2020-12-31	$35,283	50	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.