Position in TSLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$587,578
+$68,244 QoQ
Shares Held
1,397
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#3,024
of 4,245 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026RFG - Bristol Wealth Advisors, LLC holds $784,541 across 2 Auto Manufacturers names. TSLA ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
1,397 | $587,578 | |
| 2 | F |
Ford Motor Co
|
14,170 | $196,963 |
All Filings in TSLA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,578 | 1,397 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $519,334 | 1,397 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $628,258 | 1,397 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $641,730 | 1,443 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $499,679 | 1,573 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $403,252 | 1,556 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $691,374 | 1,712 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||