Position in TSLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$51,787,636
+$8,201,808 QoQ
Shares Held
123,128
+5.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#413
of 4,245 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Derivatives in TSLA
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$894,528
PutShares
3,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $59,577,389 across 7 Auto Manufacturers names. TSLA ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
123,128 | $51,787,636 | |
| 2 | GM |
General Motors Co
|
54,135 | $4,172,725 | |
| 3 | F |
Ford Motor Co
|
126,058 | $1,752,206 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
40,191 | $697,313 | |
| 5 | TM |
Toyota Motor Corp/
|
4,030 | $678,732 | |
| 6 | RACE |
Ferrari N.V.
|
1,164 | $433,345 | |
| 7 | NIO |
NIO Inc.
|
10,955 | $55,432 |
All Filings in TSLA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,787,636 | 123,128 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $43,585,828 | 117,245 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $49,101,329 | 109,182 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $44,189,602 | 99,365 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $26,927,402 | 84,768 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $23,809,547 | 91,872 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $171,892,072 | 425,644 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $110,726,525 | 423,218 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $79,883,364 | 403,696 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $69,422,107 | 394,915 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $894,528 | 3,600 | Put | Sole | 2024-01-16 | |
| 2023-12-31 | $13,089,926 | 52,680 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $11,588,939 | 46,315 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,906,423 | 37,844 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $7,848,004 | 37,829 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,128,624 | 33,517 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $6,363,347 | 23,990 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,144,254 | 7,639 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,842,747 | 5,422 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,189,075 | 3,964 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||