Position in TSLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$294,420
+$36,054 QoQ
Shares Held
700
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,671
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, 2026Montis Financial, LLC holds $773,929 across 2 Auto Manufacturers names. TSLA ranks #2 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RACE |
Ferrari N.V.
|
1,288 | $479,509 | |
| 2 | TSLA |
Tesla, Inc.
This page
|
700 | $294,420 |
All Filings in TSLA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,420 | 700 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $258,366 | 695 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $286,471 | 637 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $413,589 | 930 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $254,128 | 800 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $244,906 | 945 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $458,762 | 1,136 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $263,984 | 1,009 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $201,639 | 1,019 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $341,208 | 1,941 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $600,576 | 2,417 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $363,319 | 1,452 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $529,298 | 2,022 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $414,297 | 1,997 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $345,027 | 2,801 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $795,484 | 2,999 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $616,179 | 915 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $993,547 | 922 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $974,351 | 922 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $714,992 | 922 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $621,925 | 915 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $611,155 | 915 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $738,836 | 1,047 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||