Position in TSLA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$17,768,247
+$1,736,900 QoQ
Shares Held
42,245
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#682
of 4,242 holders
Holding Since
Mar 2023
14 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
$420,600
CallShares
1,000
PutValue
$0
PutShares
0
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, 2026Compound Planning, Inc. holds $23,497,454 across 9 Auto Manufacturers names. TSLA ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
42,245 | $17,768,247 | |
| 2 | GM |
General Motors Co
|
19,500 | $1,503,059 | |
| 3 | TM |
Toyota Motor Corp/
|
8,406 | $1,415,738 | |
| 4 | F |
Ford Motor Co
|
63,030 | $876,116 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
29,025 | $503,583 | |
| 6 | HMC |
Honda Motor Co Ltd
|
16,857 | $456,992 | |
| 7 | RACE |
Ferrari N.V.
|
1,141 | $424,782 | |
| 8 | NIO |
NIO Inc.
|
59,312 | $300,118 |
All Filings in TSLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,600 | 1,000 | Call | Sole | 2026-08-04 | |
| 2026-06-30 | $17,768,247 | 42,245 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $16,031,347 | 43,124 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,826,437 | 50,757 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $18,537,708 | 41,684 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,660,326 | 46,151 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $518,320 | 2,000 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $8,138,919 | 31,405 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,968,917 | 32,114 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,497,319 | 24,834 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,723,791 | 23,872 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,482,927 | 19,813 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,637,001 | 14,637 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,729,770 | 6,913 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,340,785 | 5,122 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,015,101 | 4,893 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||