Position in TSLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,089,774
+$179,730 QoQ
Shares Held
2,591
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,405
of 4,245 holders
Holding Since
Dec 2024
7 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $1,700,984 across 2 Auto Manufacturers names. TSLA ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
2,591 | $1,089,774 | |
| 2 | F |
Ford Motor Co
|
43,972 | $611,210 |
All Filings in TSLA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,089,774 | 2,591 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $910,044 | 2,448 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,000,177 | 2,224 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $759,581 | 1,708 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $587,353 | 1,849 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $490,589 | 1,893 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $245,130 | 607 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||