Position in TSLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$45,088,320
+$5,715,534 QoQ
Shares Held
107,200
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#444
of 4,245 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $49,324,695 across 7 Auto Manufacturers names. TSLA ranks #1 (91.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
107,200 | $45,088,320 | |
| 2 | GM |
General Motors Co
|
23,603 | $1,819,319 | |
| 3 | F |
Ford Motor Co
|
62,949 | $874,991 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
49,542 | $859,553 | |
| 5 | RACE |
Ferrari N.V.
|
1,079 | $401,700 | |
| 6 | TM |
Toyota Motor Corp/
|
1,338 | $225,345 | |
| 7 | NIO |
NIO Inc.
|
10,962 | $55,467 |
All Filings in TSLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,088,320 | 107,200 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $39,372,786 | 105,912 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $47,230,493 | 105,022 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $44,427,528 | 99,900 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $28,736,158 | 90,462 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $21,154,712 | 81,628 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $33,316,396 | 82,499 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $22,222,852 | 84,940 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $17,835,913 | 90,135 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $17,777,818 | 101,131 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $25,448,327 | 102,416 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $27,310,261 | 109,145 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $32,005,047 | 122,264 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $10,240,225 | 49,360 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,795,619 | 47,050 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $10,790,370 | 40,680 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $8,519,435 | 12,651 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,827,750 | 11,904 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,127,321 | 12,422 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,164,990 | 13,108 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,848,174 | 14,489 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $9,833,263 | 14,722 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,938,589 | 15,501 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,961,070 | 11,564 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,917,645 | 2,702 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,544,226 | 2,947 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||