Position in TSLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,660,295
+$260,277 QoQ
Shares Held
6,325
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,593
of 4,245 holders
Holding Since
Dec 2025
3 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, 2026Bernicke Wealth Management, Ltd. holds $3,213,362 across 2 Auto Manufacturers names. TSLA ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
6,325 | $2,660,295 | |
| 2 | F |
Ford Motor Co
|
39,789 | $553,067 |
All Filings in TSLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,660,295 | 6,325 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,400,018 | 6,456 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $2,923,629 | 6,501 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||