Position in TSLA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$386,952
+$66,876 QoQ
Shares Held
920
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#3,436
of 4,263 holders
Holding Since
Jun 2025
5 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, 2026Kaufman Rossin Wealth, LLC holds $1,129,336 across 4 Auto Manufacturers names. TSLA ranks #2 (34.3% of the industry book) .
All Filings in TSLA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,952 | 920 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $320,076 | 861 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $353,030 | 785 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $377,122 | 848 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $209,337 | 659 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||