Position in TSLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,941,208
+$643,035 QoQ
Shares Held
11,748
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,198
of 4,245 holders
Holding Since
Mar 2023
14 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, 2026NWF Advisory Services Inc. holds $14,103,474 across 3 Auto Manufacturers names. TSLA ranks #2 (35.0% of the industry book) .
All Filings in TSLA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,941,208 | 11,748 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,298,173 | 11,562 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,343,573 | 11,882 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $5,234,799 | 11,771 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,885,617 | 12,232 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $3,061,197 | 11,812 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,055,269 | 12,518 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $2,213,128 | 8,459 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $1,921,810 | 9,712 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $1,646,097 | 9,364 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $2,145,376 | 8,634 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $1,938,954 | 7,749 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $1,957,516 | 7,478 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $1,551,385 | 7,478 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||