Position in TSLA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,277,549
+$26,975 QoQ
Shares Held
5,415
-10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#1,726
of 4,244 holders
Holding Since
Mar 2022
6 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, 2026Carter Financial Group, INC. holds $2,482,042 across 2 Auto Manufacturers names. TSLA ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
5,415 | $2,277,549 | |
| 2 | GM |
General Motors Co
|
2,653 | $204,493 |
All Filings in TSLA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,277,549 | 5,415 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,250,574 | 6,054 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,902,315 | 4,230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,997,237 | 4,491 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,466,636 | 4,617 | Shares | Sole | 2025-08-22 | |
| 2022-03-31 | $1,043,116 | 968 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||