SAX WEALTH ADVISORS, LLC

Position in TSLA — Tesla, Inc.

CIK 1846150 PARSIPPANY, NJ

Position in TSLA

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

Position Value

$2,844,097

+$966,760 QoQ

Shares Held

6,762

+33.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,537

of 4,245 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $3,080,271 across 2 Auto Manufacturers names. TSLA ranks #1 (92.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TSLA	Tesla, Inc. This page	6,762	$2,844,097
2	F	Ford Motor Co	16,991	$236,174

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,844,097	6,762	+33.9%	Shares	Sole	2026-07-09
2026-03-31	$1,877,337	5,050	-4.0%	Shares	Sole	2026-04-08
2025-12-31	$2,365,527	5,260	+3.6%	Shares	Sole	2026-01-12
2025-09-30	$2,258,732	5,079	+5.9%	Shares	Sole	2025-10-20
2025-06-30	$1,523,179	4,795	+40.1%	Shares	Sole	2025-07-23
2025-03-31	$886,845	3,422	+15.3%	Shares	Sole	2025-05-14
2024-12-31	$1,199,000	2,969	+15.6%	Shares	Sole	2025-01-15
2024-09-30	$672,127	2,569	+31.9%	Shares	Sole	2024-10-17
2024-06-30	$385,272	1,947	-2.2%	Shares	Sole	2024-07-12
2024-03-31	$349,822	1,990	+5.5%	Shares	Sole	2024-05-14
2023-12-31	$468,881	1,887	-60.2%	Shares	Sole	2024-02-14
2023-09-30	$1,187,043	4,744	+3.1%	Shares	Sole	2023-11-07
2023-06-30	$1,204,403	4,601	+1.2%	Shares	Sole	2023-08-11
2023-03-31	$943,320	4,547	+324.6%	Shares	Sole	2023-05-05
2022-09-30	$284,082	1,071	+134.9%	Shares	Sole	2022-11-08
2022-06-30	$307,079	456	0.0%	Shares	Sole	2022-08-11
2022-03-31	$491,385	456	-15.7%	Shares	Sole	2022-08-11
2021-12-31	$571,717	541	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.