Position in TSLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$229,227
+$120,676 QoQ
Shares Held
545
+86.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,903
of 4,244 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $332,636 across 2 Auto Manufacturers names. TSLA ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
545 | $229,227 | |
| 2 | TM |
Toyota Motor Corp/
|
614 | $103,409 |
All Filings in TSLA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,227 | 545 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $108,551 | 292 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $131,318 | 292 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $129,858 | 292 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $92,756 | 292 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $308,918 | 1,192 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $481,377 | 1,192 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $311,862 | 1,192 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $241,215 | 1,219 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $245,402 | 1,396 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $290,473 | 1,169 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $39,034 | 156 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||