Montgomery Financial Services LLC

Position in TSLA — Tesla, Inc.

CIK 2149844 OCEAN CITY, MD

Position in TSLA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$40,377

New position

Shares Held

96

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#4,156

of 4,245 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Montgomery Financial Services LLC holds $51,296 across 3 Auto Manufacturers names. TSLA ranks #1 (78.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	96	$40,377
2	F	Ford Motor Co	703	$9,771
3	STLA	Stellantis N.V.	200	$1,148

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,377	96	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.