Position in TSLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,482,053
+$1,252,639 QoQ
Shares Held
17,789
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#982
of 4,245 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026QTR Family Wealth, LLC holds $8,269,920 across 3 Auto Manufacturers names. TSLA ranks #1 (90.5% of the industry book) .
All Filings in TSLA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,482,053 | 17,789 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,229,414 | 16,757 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,296,707 | 16,225 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,989,219 | 15,716 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,617,823 | 14,537 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,494,155 | 9,624 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||