Position in TSLA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,518,832
+$1,070,449 QoQ
Shares Held
20,254
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#915
of 4,242 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Cascade Financial Partners, LLC holds $9,770,192 across 2 Auto Manufacturers names. TSLA ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
20,254 | $8,518,832 | |
| 2 | TM |
Toyota Motor Corp/
|
7,430 | $1,251,360 |
All Filings in TSLA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,518,832 | 20,254 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,448,383 | 20,036 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,353,737 | 207,999 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,567,706 | 21,514 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,901,798 | 21,727 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,056,310 | 23,369 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,736,178 | 24,109 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,506,476 | 24,869 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,133,007 | 25,940 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,419,360 | 25,140 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||