Asset Planning,Inc

Position in TSLA — Tesla, Inc.

CIK 2048547 LOS ALAMITOS, CA

Position in TSLA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$993,036

+$136,896 QoQ

Shares Held

2,361

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#1,001

of 1,875 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Asset Planning,Inc holds $1,060,274 across 6 Auto Manufacturers names. TSLA ranks #1 (93.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	2,361	$993,036
2	F	Ford Motor Co	2,043	$28,397
3	HMC	Honda Motor Co Ltd	865	$23,450
4	RIVN	Rivian Automotive, Inc. / DE	540	$9,369
5	GM	General Motors Co	56	$4,316
6	MBGAF	Daimler AG	34	$1,706

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$993,036	2,361	+2.5%	Shares	Sole	2026-07-27
2026-03-31	$856,140	2,303	+6.0%	Shares	Sole	2026-04-23
2025-12-31	$977,241	2,173	-4.4%	Shares	Sole	2026-02-03
2025-09-30	$1,010,848	2,273	-0.9%	Shares	Sole	2025-10-23
2025-06-30	$728,394	2,293	-1.0%	Shares	Sole	2025-07-25
2025-03-31	$600,473	2,317	-1.4%	Shares	Sole	2025-05-08
2024-12-31	$949,024	2,350	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.