AE Wealth Management LLC

Position in TSLA — Tesla, Inc.

CIK 1697723 TOPEKA, KS

Back to TSLA Full portfolio

Position in TSLA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$127,145,665

+$21,658,278 QoQ

Shares Held

302,296

+6.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#292

of 4,242 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in TSLA Over Time

Shares Held

Position Value (USD)

Derivatives in TSLA

reported options exposure · as of Sep 30, 2021

CallValue

CallShares

PutValue

$60,000

PutShares

6,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

AE Wealth Management LLC holds $156,276,657 across 5 Auto Manufacturers names. TSLA ranks #1 (81.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	302,296	$127,145,665
2	F	Ford Motor Co	1,975,561	$27,460,264
3	GM	General Motors Co	15,464	$1,191,952
4	TM	Toyota Motor Corp/	1,583	$266,605
5	RIVN	Rivian Automotive, Inc. / DE	12,229	$212,171

All Filings in TSLA

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$127,145,665	302,296	+6.5%	Shares	Other	2026-08-03
2026-03-31	$105,487,387	283,759	+12.8%	Shares	Other	2026-05-13
2025-12-31	$113,108,149	251,508	+2.1%	Shares	Other	2026-01-26
2025-09-30	$109,585,208	246,414	+4.0%	Shares	Other	2025-11-03
2025-06-30	$75,230,753	236,828	+6.2%	Shares	Other	2025-08-06
2025-03-31	$57,803,025	223,040	+9.3%	Shares	Other	2025-05-06
2024-12-31	$82,416,050	204,081	-8.3%	Shares	Other	2025-02-13
2024-09-30	$58,209,523	222,488	-14.3%	Shares	Other	2024-11-14
2024-06-30	$51,344,310	259,472	+27.5%	Shares	Other	2024-08-12
2024-03-31	$35,777,120	203,522	-44.8%	Shares	Other	2024-05-15
2023-12-31	$91,555,189	368,461	+24.5%	Shares	Sole	2024-02-14
2023-09-30	$74,069,123	296,016	+10.6%	Shares	Sole	2023-10-11
2023-06-30	$70,072,687	267,688	-2.3%	Shares	Sole	2023-07-10
2023-03-31	$56,827,235	273,919	+17.6%	Shares	Sole	2023-04-14
2022-12-31	$28,698,722	232,982	+3.6%	Shares	Sole	2023-01-31
2022-09-30	$59,633,505	224,820	+211.7%	Shares	Sole	2022-10-25
2022-06-30	$48,564,349	72,116	+9.4%	Shares	Sole	2022-08-03
2022-03-31	$71,065,564	65,948	+23.5%	Shares	Sole	2022-04-18
2021-12-31	$56,408,802	53,378	+10.3%	Shares	Sole	2022-01-20
2021-09-30	$37,519,268	48,382	+2.1%	Shares	Sole	2021-11-01
2021-09-30	$60,000	2,000	—	Put	Sole	2021-11-01
2021-06-30	$32,205,550	47,382	+26.9%	Shares	Sole	2021-07-21
2021-03-31	$24,940,502	37,340	-18.1%	Shares	Sole	2021-04-27
2020-12-31	$32,192,660	45,620	+0.5%	Shares	Sole	2021-02-01
2020-09-30	$19,477,049	45,400	+506.5%	Shares	Sole	2020-11-06
2020-06-30	$8,082,374	7,485	+36.1%	Shares	Sole	2020-08-05
2020-03-31	$2,881,997	5,500	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.