BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in TSLA — Tesla, Inc.

CIK 1352860 BLUE BELL, PA

Position in TSLA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$576,642

-$336,376 QoQ

Shares Held

1,371

-44.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#3,041

of 4,245 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Consumer Cyclical · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $634,300 across 5 Auto Manufacturers names. TSLA ranks #1 (90.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	1,371	$576,642
2	F	Ford Motor Co	3,038	$42,228
3	GM	General Motors Co	193	$14,876
4	RIVN	Rivian Automotive, Inc. / DE	27	$468
5	LCID	Lucid Group, Inc.	13	$86

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,642	1,371	-44.2%	Shares	Sole	2026-08-06
2026-03-31	$913,018	2,456	-1.2%	Shares	Sole	2026-05-11
2025-12-31	$1,118,003	2,486	+26.7%	Shares	Sole	2026-02-09
2025-09-30	$872,540	1,962	-1.9%	Shares	Sole	2025-10-22
2025-06-30	$635,637	2,001	+57.3%	Shares	Sole	2025-08-11
2025-03-31	$329,651	1,272	+19.4%	Shares	Sole	2025-05-05
2024-12-31	$430,089	1,065	+1.3%	Shares	Sole	2025-02-07
2024-09-30	$274,973	1,051	-7.7%	Shares	Sole	2024-10-29
2024-06-30	$225,385	1,139	-1.7%	Shares	Sole	2024-08-05
2024-03-31	$203,740	1,159	+4.8%	Shares	Sole	2024-04-24
2023-12-31	$274,818	1,106	+9.2%	Shares	Sole	2024-01-25
2023-09-30	$253,472	1,013	+7.1%	Shares	Sole	2023-10-30
2023-06-30	$247,634	946	+6.2%	Shares	Sole	2023-08-08
2023-03-31	$184,846	891	-0.4%	Shares	Sole	2023-05-08
2022-12-31	$110,246	895	+16.8%	Shares	Sole	2023-02-03
2022-09-30	$203,181	766	+215.2%	Shares	Sole	2022-11-09
2022-06-30	$163,641	243	-9.3%	Shares	Sole	2022-08-02
2022-03-31	$288,796	268	+11.7%	Shares	Sole	2022-04-21
2021-12-31	$253,627	240	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.