Position in TSLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$858,444
-$123,719 QoQ
Shares Held
2,041
-22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,640
of 4,245 holders
Holding Since
Sep 2023
8 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, 2026Plan Group Financial, LLC holds $1,659,920 across 3 Auto Manufacturers names. TSLA ranks #1 (51.7% of the industry book) .
All Filings in TSLA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,444 | 2,041 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $982,163 | 2,642 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,185,012 | 2,635 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,138,483 | 2,560 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $853,234 | 2,686 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $217,953 | 841 | Shares | Sole | 2025-05-09 | |
| 2023-12-31 | $206,735 | 832 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $224,947 | 899 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||