Position in TSLA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,028,273
+$679,542 QoQ
Shares Held
11,955
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,188
of 4,245 holders
Holding Since
Dec 2020
22 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, 2026Segment Wealth Management, LLC holds $7,674,112 across 3 Auto Manufacturers names. TSLA ranks #1 (65.5% of the industry book) .
All Filings in TSLA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,028,273 | 11,955 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,348,731 | 11,698 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,131,754 | 11,411 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,947,510 | 11,125 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,470,117 | 10,924 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,222,815 | 8,577 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $576,683 | 1,428 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $339,857 | 1,299 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $249,526 | 1,261 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $245,578 | 1,397 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,695,876 | 6,825 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,367,702 | 5,466 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,274,558 | 4,869 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $983,360 | 4,740 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $276,921 | 1,044 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $234,350 | 348 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $880,399 | 817 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $946,874 | 896 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $252,806 | 326 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $233,137 | 343 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $229,099 | 343 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $239,927 | 340 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||