Position in TSLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$447,518
+$59,783 QoQ
Shares Held
1,064
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,298
of 4,242 holders
Holding Since
Jun 2024
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, 2026Heritage Wealth Management, Inc. holds $662,927 across 2 Auto Manufacturers names. TSLA ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
1,064 | $447,518 | |
| 2 | TM |
Toyota Motor Corp/
|
1,279 | $215,409 |
All Filings in TSLA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,518 | 1,064 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $387,735 | 1,043 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $469,057 | 1,043 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $459,395 | 1,033 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $328,142 | 1,033 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $265,898 | 1,026 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $545,184 | 1,350 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $353,200 | 1,350 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $269,116 | 1,360 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||