Position in TSLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,593,512
-$1,142,241 QoQ
Shares Held
18,054
-23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#969
of 4,244 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Derivatives in TSLA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$504,720
PutShares
1,200
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, 2026WealthPlan Investment Management, LLC holds $8,467,064 across 3 Auto Manufacturers names. TSLA ranks #1 (89.7% of the industry book) .
All Filings in TSLA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,593,512 | 18,054 | Shares | Sole | 2026-07-28 | |
| 2026-06-30 | $504,720 | 1,200 | Put | Sole | 2026-07-28 | |
| 2026-03-31 | $8,735,753 | 23,499 | Shares | Other | 2026-04-29 | |
| 2026-03-31 | $446,100 | 1,200 | Put | Sole | 2026-04-29 | |
| 2025-12-31 | $7,648,837 | 17,008 | Shares | Other | 2026-02-05 | |
| 2025-09-30 | $5,863,633 | 13,185 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,340,505 | 13,664 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $2,253,914 | 8,697 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,622,040 | 8,969 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,513,216 | 9,606 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,999,973 | 10,107 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,862,495 | 10,595 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,586,428 | 10,409 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,628,310 | 10,504 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $787,927 | 3,010 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,251,148 | 10,851 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,158,729 | 17,525 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $4,043,205 | 15,243 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $4,549,627 | 4,222 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||