Position in TSLA
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$847,088
+$333,330 QoQ
Shares Held
2,014
+45.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#2,650
of 4,245 holders
Holding Since
Dec 2023
11 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, 202649 WEALTH MANAGEMENT, LLC holds $996,193 across 2 Auto Manufacturers names. TSLA ranks #1 (85.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
2,014 | $847,088 | |
| 2 | F |
Ford Motor Co
|
10,727 | $149,105 |
All Filings in TSLA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,088 | 2,014 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $513,758 | 1,382 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $594,529 | 1,322 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $409,142 | 920 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $313,848 | 988 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $294,924 | 1,138 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $425,647 | 1,054 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $202,239 | 773 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $251,307 | 1,270 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $251,028 | 1,428 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $391,852 | 1,577 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||