Position in TSLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,480,510
+$1,819,851 QoQ
Shares Held
24,918
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#835
of 4,244 holders
Holding Since
Dec 2022
14 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, 2026Cyndeo Wealth Partners, LLC holds $10,645,864 across 2 Auto Manufacturers names. TSLA ranks #1 (98.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
24,918 | $10,480,510 | |
| 2 | F |
Ford Motor Co
|
11,896 | $165,354 |
All Filings in TSLA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,480,510 | 24,918 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,660,659 | 23,297 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,562,573 | 23,487 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,313,501 | 23,191 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,812,854 | 21,447 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,170,340 | 23,809 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,115,880 | 22,573 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,453,677 | 20,845 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,951,182 | 14,914 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,946,591 | 16,762 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $6,015,700 | 24,210 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $6,017,290 | 24,048 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,062,593 | 23,160 | Shares | Sole | 2023-07-27 | |
| 2022-12-31 | $2,717,104 | 22,058 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||