Position in TSLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,614,542
+$1,226,762 QoQ
Shares Held
18,104
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#967
of 4,242 holders
Holding Since
Mar 2024
9 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
$0
CallShares
0
PutValue
$1,345,920
PutShares
3,200
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, 2026Triad Wealth Partners, LLC holds $8,538,932 across 4 Auto Manufacturers names. TSLA ranks #1 (89.2% of the industry book) .
All Filings in TSLA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,614,542 | 18,104 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $1,345,920 | 3,200 | Put | Sole | 2026-08-10 | |
| 2026-03-31 | $6,387,780 | 17,183 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,698,851 | 12,672 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,374,171 | 14,333 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,297,323 | 4,084 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $893,065 | 3,446 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $833,525 | 2,064 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $359,350 | 1,816 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $319,234 | 1,816 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||