Position in TSLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,128,890
+$126,652 QoQ
Shares Held
2,684
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.15%
of 13F equity value
Holder Rank
#2,375
of 4,245 holders
Holding Since
Mar 2021
14 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, 2026Collaborative Wealth Managment Inc. holds $1,128,890 across 1 Auto Manufacturers name. TSLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
2,684 | $1,128,890 |
All Filings in TSLA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,890 | 2,684 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,002,238 | 2,696 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,601,003 | 3,560 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,267,896 | 2,851 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $905,648 | 2,851 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $706,211 | 2,725 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,065,329 | 2,638 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $683,639 | 2,613 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $522,601 | 2,641 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $464,261 | 2,641 | Shares | Sole | 2024-05-10 | |
| 2023-06-30 | $201,039 | 768 | Shares | Sole | 2023-08-07 | |
| 2022-09-30 | $200,263 | 755 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $271,592 | 257 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $156,295 | 234 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||