Position in TSLA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$9,619,028
-$907,115 QoQ
Shares Held
25,875
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 85%
None 15%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $11,645,687 across 4 Auto Manufacturers names. TSLA ranks #1 (82.6% of the industry book) .
All Filings in TSLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,619,028 | 25,875 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $10,526,143 | 23,406 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,889,235 | 22,237 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,107,322 | 22,374 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,911,141 | 11,233 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,734,710 | 9,248 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,233,010 | 8,535 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,189,257 | 6,010 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $624,054 | 3,550 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $858,994 | 3,457 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,093,461 | 4,370 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $747,090 | 2,854 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,003,691 | 4,838 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $292,427 | 2,374 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,005,826 | 3,792 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $622,913 | 925 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,206,912 | 1,120 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,092,710 | 1,034 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||