Position in TSLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$66,034
+$15,476 QoQ
Shares Held
157
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#4,118
of 4,245 holders
Holding Since
Mar 2023
11 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, 2026Morton Brown Family Wealth, LLC holds $68,526 across 3 Auto Manufacturers names. TSLA ranks #1 (96.4% of the industry book) .
All Filings in TSLA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,034 | 157 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $50,558 | 136 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $61,161 | 136 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $60,481 | 136 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $43,201 | 136 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $25,916 | 100 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $40,384 | 100 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $25,116 | 96 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,996 | 96 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,043 | 23 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $3,526 | 17 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||