Waverly Advisors, LLC

Position in TSLA — Tesla, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in TSLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$24,467,984

-$122,163 QoQ

Shares Held

58,174

-12.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#585

of 4,245 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Consumer Cyclical · as of Jun 30, 2026

Waverly Advisors, LLC holds $30,319,813 across 4 Auto Manufacturers names. TSLA ranks #1 (80.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	58,174	$24,467,984
2	GM	General Motors Co	43,430	$3,347,584
3	F	Ford Motor Co	162,819	$2,263,183
4	HMC	Honda Motor Co Ltd	8,892	$241,062

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,467,984	58,174	-12.1%	Shares	Sole	2026-08-14
2026-03-31	$24,590,147	66,147	+15.8%	Shares	Sole	2026-05-15
2025-12-31	$25,686,657	57,117	+16.3%	Shares	Sole	2026-02-17
2025-09-30	$21,846,425	49,124	+1.5%	Shares	Sole	2025-11-14
2025-06-30	$15,369,343	48,383	+2.4%	Shares	Sole	2025-08-14
2025-03-31	$12,249,456	47,266	+17.3%	Shares	Sole	2025-05-15
2024-12-31	$16,277,175	40,306	+13.3%	Shares	Sole	2025-02-14
2024-09-30	$9,308,795	35,580	-6.3%	Shares	Sole	2024-11-14
2024-06-30	$7,516,076	37,983	+165.8%	Shares	Sole	2024-08-14
2024-03-31	$2,512,214	14,291	+55.6%	Shares	Sole	2024-05-15
2023-12-31	$2,282,039	9,184	+63.1%	Shares	Other	2024-02-14
2023-09-30	$1,409,238	5,632	-12.1%	Shares	Other	2023-11-14
2023-06-30	$1,677,160	6,407	+3.6%	Shares	Other	2023-08-15
2023-03-31	$1,283,554	6,187	+83.8%	Shares	Other	2023-05-16
2022-12-31	$414,623	3,366	+46.6%	Shares	Other	2023-02-15
2022-09-30	$609,014	2,296	+365.7%	Shares	Sole	2022-11-15
2022-06-30	$331,995	493	+45.9%	Shares	Other	2022-08-15
2022-03-31	$364,228	338	-2.0%	Shares	Other	2022-05-17
2021-12-31	$364,588	345	+6.8%	Shares	Other	2022-02-15
2021-09-30	$250,480	323	+14.1%	Shares	Sole	2021-11-15
2021-06-30	$192,355	283	-69.7%	Shares	Sole	2021-08-17
2020-09-30	$400,266	933	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.