Position in TSLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$57,196,131
+$26,657,985 QoQ
Shares Held
135,987
+65.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#400
of 4,245 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Derivatives in TSLA
reported options exposure · as of Jun 30, 2026CallValue
$841,200
CallShares
2,000
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, 2026Concurrent Investment Advisors, LLC holds $65,358,843 across 6 Auto Manufacturers names. TSLA ranks #1 (87.5% of the industry book) .
All Filings in TSLA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,200 | 2,000 | Call | Sole | 2026-07-27 | |
| 2026-06-30 | $57,196,131 | 135,987 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $30,538,146 | 82,147 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $37,948,721 | 84,383 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $269,832 | 600 | Call | Sole | 2026-01-29 | |
| 2025-09-30 | $711,552 | 1,600 | Call | Sole | 2025-10-27 | |
| 2025-09-30 | $29,683,725 | 66,747 | Shares | Sole | 2025-10-27 | |
| 2025-09-30 | $222,360 | 500 | Put | Sole | 2025-10-27 | |
| 2025-06-30 | $21,288,937 | 67,018 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $444,724 | 1,400 | Call | Sole | 2025-07-25 | |
| 2025-03-31 | $14,559,608 | 56,180 | Shares | Sole | 2025-04-29 | |
| 2025-03-31 | $259,160 | 1,000 | Call | Sole | 2025-04-29 | |
| 2024-12-31 | $242,304 | 600 | Call | Sole | 2025-02-03 | |
| 2024-12-31 | $23,743,772 | 58,795 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $261,630 | 1,000 | Call | Sole | 2024-10-30 | |
| 2024-09-30 | $12,087,829 | 46,202 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $20,635,520 | 104,283 | Shares | Sole | 2024-07-30 | |
| 2024-06-30 | $39,576 | 200 | Call | Sole | 2024-07-30 | |
| 2024-03-31 | $16,425,466 | 93,438 | Shares | Sole | 2024-05-07 | |
| 2024-03-31 | $17,579 | 100 | Call | Sole | 2024-05-07 | |
| 2023-12-31 | $24,848 | 100 | Call | Sole | 2024-04-15 | |
| 2023-12-31 | $21,151,363 | 85,123 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||