Position in TSLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,911,108
+$3,365,671 QoQ
Shares Held
35,452
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#728
of 4,244 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Derivatives in TSLA
reported options exposure · as of Jun 30, 2026CallValue
$42,060
CallShares
100
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, 2026Modern Wealth Management, LLC holds $16,204,730 across 6 Auto Manufacturers names. TSLA ranks #1 (92.0% of the industry book) .
All Filings in TSLA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,060 | 100 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $14,911,108 | 35,452 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $37,175 | 100 | Call | Sole | 2026-05-14 | |
| 2026-03-31 | $11,545,437 | 31,057 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $12,624,985 | 28,073 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $11,096,206 | 24,951 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $6,512,028 | 20,500 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $3,898,541 | 15,043 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $3,830,824 | 9,486 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $2,274,871 | 8,695 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,573,144 | 7,950 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $1,381,004 | 7,856 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $1,788,806 | 7,199 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||