Avior Wealth Management, LLC

Position in TSLA — Tesla, Inc.

CIK 1599868 OMAHA, NE

Position in TSLA

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$11,848,302

+$2,004,362 QoQ

Shares Held

28,170

+6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#791

of 4,258 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Avior Wealth Management, LLC holds $12,876,089 across 4 Auto Manufacturers names. TSLA ranks #1 (92.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	28,170	$11,848,302
2	GM	General Motors Co	5,117	$394,418
3	F	Ford Motor Co	24,968	$347,055
4	TM	Toyota Motor Corp/	1,700	$286,314

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,848,302	28,170	+6.4%	Shares	Sole	2026-07-07
2026-03-31	$9,843,940	26,480	+9.9%	Shares	Sole	2026-04-09
2025-12-31	$10,832,855	24,088	+5.8%	Shares	Sole	2026-01-06
2025-09-30	$10,129,832	22,778	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$7,195,951	22,653	+33.2%	Shares	Sole	2025-07-17
2025-03-31	$4,408,311	17,010	-14.6%	Shares	Sole	2025-04-21
2024-12-31	$8,044,088	19,919	-16.9%	Shares	Other	2025-01-17
2024-09-30	$6,273,363	23,978	+3.4%	Shares	Other	2024-11-08
2024-06-30	$4,590,221	23,197	-1.4%	Shares	Other	2024-08-13
2024-03-31	$4,134,228	23,518	+37.3%	Shares	Other	2024-04-30
2023-12-31	$4,255,220	17,125	-0.2%	Shares	Other	2024-01-30
2023-09-30	$4,293,524	17,159	+0.8%	Shares	Other	2023-10-17
2023-06-30	$4,455,062	17,019	-0.5%	Shares	Other	2023-07-19
2023-03-31	$3,549,432	17,109	+50.4%	Shares	Other	2023-05-10
2022-12-31	$1,401,541	11,378	+35.0%	Shares	Other	2023-02-14
2022-09-30	$2,236,322	8,431	+244.7%	Shares	Other	2022-10-26
2022-06-30	$1,647,184	2,446	+8.3%	Shares	Other	2022-08-10
2022-03-31	$2,434,297	2,259	+69.6%	Shares	Other	2022-05-13
2021-12-31	$1,407,630	1,332	+4.7%	Shares	Sole	2022-02-14
2021-09-30	$986,410	1,272	+10.5%	Shares	Sole	2021-11-02
2021-06-30	$782,334	1,151	-11.6%	Shares	Sole	2021-07-27
2021-03-31	$869,644	1,302	-3.4%	Shares	Sole	2021-05-11
2020-12-31	$951,243	1,348	-10.2%	Shares	Sole	2021-02-09
2020-09-30	$643,943	1,501	+510.2%	Shares	Sole	2020-10-20
2020-06-30	$265,633	246	+16.6%	Shares	Sole	2020-07-02
2020-03-31	$110,563	211	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.