Position in TSLA
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$339,424
+$44,627 QoQ
Shares Held
807
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#3,524
of 4,239 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $377,914 across 5 Auto Manufacturers names. TSLA ranks #1 (89.8% of the industry book) .
All Filings in TSLA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,424 | 807 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $294,797 | 793 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $581,038 | 1,292 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $402,916 | 906 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $377,062 | 1,187 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $116,622 | 450 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $174,458 | 432 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $103,867 | 397 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $78,558 | 397 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $51,858 | 295 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $73,301 | 295 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||