MONTAG A & ASSOCIATES INC

Position in TSLA — Tesla, Inc.

CIK 829407 ATLANTA, GA

Position in TSLA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,251,285

+$144,957 QoQ

Shares Held

2,975

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,263

of 4,245 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $1,527,241 across 6 Auto Manufacturers names. TSLA ranks #1 (81.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	2,975	$1,251,285
2	RIVN	Rivian Automotive, Inc. / DE	11,737	$203,636
3	TM	Toyota Motor Corp/	200	$33,684
4	F	Ford Motor Co	1,063	$14,775
5	GM	General Motors Co	171	$13,180
6	HMC	Honda Motor Co Ltd	394	$10,681

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,251,285	2,975	-0.0%	Shares	Sole	2026-08-05
2026-03-31	$1,106,328	2,976	-0.1%	Shares	Sole	2026-04-29
2025-12-31	$1,339,266	2,978	-2.2%	Shares	Sole	2026-02-02
2025-09-30	$1,354,617	3,046	-10.1%	Shares	Sole	2025-11-12
2025-06-30	$1,076,549	3,389	+49.9%	Shares	Sole	2025-08-07
2025-03-31	$585,960	2,261	-2.5%	Shares	Sole	2025-05-05
2024-12-31	$936,101	2,318	-3.7%	Shares	Sole	2025-01-30
2024-09-30	$630,005	2,408	-43.4%	Shares	Sole	2024-11-05
2024-06-30	$842,177	4,256	+33.6%	Shares	Sole	2024-07-31
2024-03-31	$559,891	3,185	-37.2%	Shares	Sole	2024-05-07
2023-12-31	$1,260,042	5,071	-15.6%	Shares	Sole	2024-02-07
2023-09-30	$1,504,072	6,011	-4.6%	Shares	Sole	2023-11-09
2023-06-30	$1,650,198	6,304	+2.1%	Shares	Sole	2023-08-09
2023-03-31	$1,280,650	6,173	+8.1%	Shares	Sole	2023-05-11
2022-12-31	$703,604	5,712	-17.8%	Shares	Sole	2023-02-02
2022-09-30	$1,844,283	6,953	+384.9%	Shares	Sole	2022-11-09
2022-06-30	$965,684	1,434	+43.8%	Shares	Sole	2022-08-10
2022-03-31	$1,074,367	997	+2.6%	Shares	Sole	2022-05-02
2021-12-31	$1,027,190	972	+2.4%	Shares	Sole	2022-02-09
2021-09-30	$735,930	949	+2.0%	Shares	Sole	2021-11-08
2021-06-30	$632,121	930	+1.4%	Shares	Sole	2021-08-03
2021-03-31	$612,491	917	+0.3%	Shares	Sole	2021-05-14
2020-12-31	$644,982	914	-8.8%	Shares	Sole	2021-02-12
2020-09-30	$429,867	1,002	+374.9%	Shares	Sole	2020-11-12
2020-06-30	$227,839	211	—	Shares	Sole	2020-08-04
No filing history on record for this holder in this stock.