Position in TSLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,254,416
+$542,879 QoQ
Shares Held
5,360
+16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#1,738
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, 2026Madison Wealth Partners, Inc holds $2,464,278 across 2 Auto Manufacturers names. TSLA ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
5,360 | $2,254,416 | |
| 2 | F |
Ford Motor Co
|
15,098 | $209,862 |
All Filings in TSLA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,254,416 | 5,360 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,711,537 | 4,604 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,944,139 | 4,323 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,835,359 | 4,127 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,295,417 | 4,078 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,060,741 | 4,093 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,776,896 | 4,400 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,341,900 | 5,129 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,018,488 | 5,147 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $900,572 | 5,123 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,267,744 | 5,102 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,256,104 | 5,020 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,288,431 | 4,922 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,014,479 | 4,890 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $455,519 | 3,698 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $764,450 | 2,882 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $633,688 | 941 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $995,702 | 924 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $976,464 | 924 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $713,441 | 920 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $625,324 | 920 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $938,441 | 1,405 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $991,466 | 1,405 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||