Position in TSLA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$98,841
+$9,993 QoQ
Shares Held
235
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#4,084
of 4,245 holders
Holding Since
Jun 2022
9 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, 2026Smallwood Wealth Investment Management, LLC holds $130,053 across 4 Auto Manufacturers names. TSLA ranks #1 (76.0% of the industry book) .
All Filings in TSLA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,841 | 235 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $88,848 | 239 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $107,932 | 240 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $142,310 | 320 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $68,614 | 216 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $46,907 | 181 | Shares | Sole | 2025-04-25 | |
| 2022-12-31 | $249,439 | 2,025 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $619,358 | 2,335 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $517,859 | 769 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||