Position in TSLA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$615,758
+$103,115 QoQ
Shares Held
1,464
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#2,981
of 4,242 holders
Holding Since
Dec 2024
7 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, 2026Meriwether Wealth & Planning, LLC holds $899,387 across 2 Auto Manufacturers names. TSLA ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
1,464 | $615,758 | |
| 2 | F |
Ford Motor Co
|
20,405 | $283,629 |
All Filings in TSLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,758 | 1,464 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $512,643 | 1,379 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $536,965 | 1,194 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $555,900 | 1,250 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $409,781 | 1,290 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $322,654 | 1,245 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $350,533 | 868 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||