Obermeyer Wealth Partners

Position in TSLA — Tesla, Inc.

CIK 1349654 ASPEN, CO

Position in TSLA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$999,766

+$164,444 QoQ

Shares Held

2,377

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,482

of 4,245 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Obermeyer Wealth Partners holds $1,767,985 across 3 Auto Manufacturers names. TSLA ranks #1 (56.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	2,377	$999,766
2	RACE	Ferrari N.V.	1,261	$469,457
3	GM	General Motors Co	3,876	$298,762

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$999,766	2,377	+5.8%	Shares	Sole	2026-07-29
2026-03-31	$835,322	2,247	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$1,009,621	2,245	-0.2%	Shares	Sole	2026-01-29
2025-09-30	$1,000,175	2,249	+23.0%	Shares	Sole	2025-10-27
2025-06-30	$580,682	1,828	+35.1%	Shares	Sole	2025-08-05
2025-03-31	$350,643	1,353	+6.6%	Shares	Sole	2025-05-06
2024-12-31	$512,472	1,269	+4.3%	Shares	Sole	2025-02-14
2024-09-30	$318,403	1,217	+3.0%	Shares	Sole	2024-11-05
2024-06-30	$233,894	1,182	-0.4%	Shares	Sole	2024-08-01
2024-03-31	$208,662	1,187	+9.6%	Shares	Sole	2024-05-07
2023-12-31	$269,103	1,083	-2.3%	Shares	Sole	2024-01-31
2023-09-30	$277,243	1,108	-41.6%	Shares	Sole	2023-11-08
2023-06-30	$496,577	1,897	+61.2%	Shares	Sole	2023-08-07
2023-03-31	$244,180	1,177	-54.0%	Shares	Sole	2023-05-09
2022-09-30	$679,305	2,561	+210.8%	Shares	Sole	2022-12-09
2022-06-30	$554,897	824	+9.0%	Shares	Sole	2022-08-15
2022-03-31	$814,665	756	+1.2%	Shares	Sole	2022-05-16
2021-12-31	$789,414	747	-51.9%	Shares	Sole	2022-01-31
2021-09-30	$1,205,095	1,554	0.0%	Shares	Sole	2021-10-19
2021-06-30	$1,056,253	1,554	-6.9%	Shares	Sole	2021-07-29
2021-03-31	$1,114,775	1,669	-18.0%	Shares	Sole	2021-05-10
2020-12-31	$1,436,743	2,036	-22.9%	Shares	Sole	2021-02-03
2020-09-30	$1,132,586	2,640	+399.1%	Shares	Sole	2020-10-22
2020-06-30	$571,219	529	-0.8%	Shares	Sole	2020-07-20
2020-03-31	$279,291	533	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.