PlanVest Financial, Inc

Position in TSLA — Tesla, Inc.

CIK 2135239 GAITHERSBURG, MD

Position in TSLA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$161,931

+$18,808 QoQ

Shares Held

385

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#4,040

of 4,244 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

PlanVest Financial, Inc holds $207,195 across 4 Auto Manufacturers names. TSLA ranks #1 (78.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	385	$161,931
2	F	Ford Motor Co	3,196	$44,424
3	RIVN	Rivian Automotive, Inc. / DE	42	$728
4	PSNY	Polestar Automotive Holding UK PLC	6	$112

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,931	385	0.0%	Shares	Sole	2026-08-10
2026-03-31	$143,123	385	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.