Position in TSLA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$452,419
-$38,551 QoQ
Shares Held
1,217
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $561,822 across 4 Auto Manufacturers names. TSLA ranks #1 (80.5% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $452,419 | 1,217 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $490,970 | 1,104 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $327,507 | 1,031 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $223,395 | 862 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $284,707 | 705 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||