Position in TSLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$958,547
+$285,680 QoQ
Shares Held
2,279
+25.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#2,526
of 4,245 holders
Holding Since
Sep 2024
8 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
$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, 2026Legacy Wealth Managment, LLC/ID holds $958,547 across 1 Auto Manufacturers name. TSLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
2,279 | $958,547 |
All Filings in TSLA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $958,547 | 2,279 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $42,060 | 100 | Call | Sole | 2026-08-13 | |
| 2026-03-31 | $74,350 | 200 | Call | Sole | 2026-05-07 | |
| 2026-03-31 | $672,867 | 1,810 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $44,972 | 100 | Call | Sole | 2026-02-03 | |
| 2025-12-31 | $554,504 | 1,233 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $416,702 | 937 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $365,944 | 1,152 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $261,233 | 1,008 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $359,013 | 889 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $250,118 | 956 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||