Position in TSLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$357,995
-$75,085 QoQ
Shares Held
963
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Bernard Wealth Management Corp. holds $472,012 across 6 Auto Manufacturers names. TSLA ranks #1 (75.8% of the industry book) .
All Filings in TSLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,995 | 963 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $433,080 | 963 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $94,725 | 213 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $67,661 | 213 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $61,680 | 238 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $96,113 | 238 | Shares | Sole | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||