Position in TSLA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$450,561
-$94,499 QoQ
Shares Held
1,212
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $465,182 across 2 Auto Manufacturers names. TSLA ranks #1 (96.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
1,212 | $450,561 | |
| 2 | F |
Ford Motor Co
|
1,267 | $14,621 |
All Filings in TSLA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450,561 | 1,212 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $545,060 | 1,212 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,449 | 19 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $4,447 | 14 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $24,620 | 95 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $20,595 | 51 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,343 | 51 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,091 | 51 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,394 | 25 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,212 | 25 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,260 | 49 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,015 | 65 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||