Position in TSLA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,275,772
+$786,512 QoQ
Shares Held
14,921
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
#1,062
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 Jun 30, 2026CallValue
$84,120
CallShares
200
PutValue
$0
PutShares
0
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, 2026Key Client Fiduciary Advisors, LLC holds $6,468,161 across 2 Auto Manufacturers names. TSLA ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
14,921 | $6,275,772 | |
| 2 | F |
Ford Motor Co
|
13,841 | $192,389 |
All Filings in TSLA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,120 | 200 | Call | Sole | 2026-07-09 | |
| 2026-06-30 | $6,275,772 | 14,921 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $74,350 | 200 | Call | Sole | 2026-04-09 | |
| 2026-03-31 | $5,489,260 | 14,766 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,920,291 | 15,388 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $224,860 | 500 | Call | Sole | 2026-01-28 | |
| 2025-09-30 | $7,496,200 | 16,856 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,172,140 | 16,282 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,613,986 | 13,945 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,837,875 | 4,551 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,106,433 | 4,229 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,079,435 | 5,455 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $19,788 | 100 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $637,238 | 3,625 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $833,401 | 3,354 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $834,984 | 3,337 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $864,102 | 3,301 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $682,958 | 3,292 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $386,662 | 3,139 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $401,323 | 1,513 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $319,201 | 474 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $641,172 | 595 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $775,676 | 734 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||