Position in TSLA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$263,295
+$30,580 QoQ
Shares Held
626
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#3,784
of 4,245 holders
Holding Since
Sep 2023
7 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 Jun 30, 2026Lakeshore Financial Planning, Inc. holds $540,099 across 2 Auto Manufacturers names. TSLA ranks #2 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | F |
Ford Motor Co
|
19,914 | $276,804 | |
| 2 | TSLA |
Tesla, Inc.
This page
|
626 | $263,295 |
All Filings in TSLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,295 | 626 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $232,715 | 626 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $281,524 | 626 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $278,394 | 626 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $252,803 | 626 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $229,347 | 923 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $230,953 | 923 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||