Falcon Wealth Planning

Position in TSLA — Tesla, Inc.

CIK 1839850 Ontario, CA

Position in TSLA

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$5,230,161

+$228,637 QoQ

Shares Held

12,435

-7.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#84

of 510 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 34.523522316043426.ToString("F0")% Shared 0.ToString("F0")% None 65.47647768395657.ToString("F0")%

Consumer Cyclical · as of Jun 30, 2026

Falcon Wealth Planning holds $5,538,978 across 3 Auto Manufacturers names. TSLA ranks #1 (94.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	12,435	$5,230,161
2	RIVN	Rivian Automotive, Inc. / DE	17,405	$301,976
3	FFAI	Faraday Future Intelligent Electric Inc.	29,615	$6,841

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,230,161	12,435	-7.6%	Shares	Sole	2026-07-13
2026-03-31	$5,001,524	13,454	+1.1%	Shares	Sole	2026-04-21
2025-12-31	$5,983,074	13,304	+6.9%	Shares	Sole	2026-02-03
2025-09-30	$5,532,316	12,440	+5.1%	Shares	Sole	2025-10-10
2025-06-30	$3,759,823	11,836	-9.0%	Shares	Sole	2025-07-16
2025-03-31	$3,369,598	13,002	-43.0%	Shares	Sole	2025-04-24
2024-12-31	$9,218,455	22,827	+142.9%	Shares	Sole	2025-01-22
2024-09-30	$2,458,798	9,398	+4.4%	Shares	Sole	2024-10-30
2024-06-30	$1,780,524	8,998	-13.3%	Shares	Sole	2024-07-16
2024-03-31	$1,824,524	10,379	+37.2%	Shares	Sole	2024-04-15
2023-12-31	$1,879,502	7,564	+7.6%	Shares	Sole	2024-01-10
2023-09-30	$1,759,046	7,030	-2.7%	Shares	Sole	2023-10-05
2023-06-30	$1,891,288	7,225	+16.9%	Shares	Sole	2023-07-13
2023-03-31	$1,282,725	6,183	+30.4%	Shares	Sole	2023-05-15
2022-12-31	$584,119	4,742	+17.3%	Shares	Sole	2023-01-20
2022-09-30	$1,072,405	4,043	+222.2%	Shares	Sole	2022-11-10
2022-06-30	$281,713	1,255	-1.5%	Shares	Sole	2022-07-20
2022-03-31	$457,620	1,274	+5.5%	Shares	Sole	2022-05-05
2021-12-31	$425,530	1,208	+56.3%	Shares	Sole	2022-01-24
2021-09-30	$199,815	773	+11.4%	Shares	Sole	2021-10-19
2021-06-30	$157,237	694	+1.3%	Shares	Sole	2021-08-10
2021-03-31	$152,510	685	+3.8%	Shares	Sole	2021-04-20
2020-12-31	$155,247	660	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.