Position in TSLA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,595,756
+$740,731 QoQ
Shares Held
3,794
+65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,021
of 4,245 holders
Holding Since
Dec 2020
23 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, 2026Marshall Financial Group, LLC holds $2,464,308 across 2 Auto Manufacturers names. TSLA ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
3,794 | $1,595,756 | |
| 2 | RACE |
Ferrari N.V.
|
2,333 | $868,552 |
All Filings in TSLA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,595,756 | 3,794 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $855,025 | 2,300 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,082,925 | 2,408 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,065,549 | 2,396 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $786,843 | 2,477 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $607,989 | 2,346 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $992,638 | 2,458 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $666,109 | 2,546 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $485,597 | 2,454 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,735,223 | 9,871 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,310,367 | 9,298 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,414,873 | 9,651 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,526,080 | 9,650 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,591,840 | 7,673 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $372,126 | 3,021 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $642,170 | 2,421 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $601,363 | 893 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $742,466 | 689 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $719,667 | 681 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $495,531 | 639 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $432,289 | 636 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $436,826 | 654 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $436,809 | 619 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||