Position in TSLA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$508,926
+$10,781 QoQ
Shares Held
1,210
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#3,171
of 4,245 holders
Holding Since
Jun 2022
17 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, 2026Quantum Financial Advisors, LLC holds $1,082,876 across 3 Auto Manufacturers names. TSLA ranks #1 (47.0% of the industry book) .
All Filings in TSLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,926 | 1,210 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $498,145 | 1,340 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $561,250 | 1,248 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $553,231 | 1,244 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $395,169 | 1,244 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $322,395 | 1,244 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $671,989 | 1,664 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $448,172 | 1,713 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $345,894 | 1,748 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $306,226 | 1,742 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $439,064 | 1,767 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $464,908 | 1,858 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $483,227 | 1,846 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $416,579 | 2,008 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $246,729 | 2,003 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $554,637 | 2,091 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $435,029 | 646 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||