Position in TSLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,989,530
+$1,756,034 QoQ
Shares Held
16,618
+18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#1,012
of 4,245 holders
Holding Since
Dec 2024
7 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, 2026LMG Wealth Partners, LLC holds $9,715,506 across 4 Auto Manufacturers names. TSLA ranks #1 (71.9% of the industry book) .
All Filings in TSLA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,989,530 | 16,618 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,233,496 | 14,078 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,767,659 | 12,825 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,627,486 | 12,654 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,954,231 | 12,448 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,022,842 | 11,664 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,987,920 | 9,875 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||