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Integrated Wealth Concepts LLC

Position in TSLA — Tesla, Inc.

CIK 1737109 WALTHAM, MA

Position in TSLA

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$74,693,092
+$23,821,707 QoQ
Shares Held
177,587
+29.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#366
of 4,244 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)

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $89,777,644 across 17 Auto Manufacturers names. TSLA ranks #1 (83.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TSLA
Tesla, Inc.
This page
177,587 $74,693,092

All Filings in TSLA

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $74,693,092 177,587
2026-03-31 $50,871,385 136,843
2025-12-31 $39,887,015 88,693
2025-09-30 $53,177,394 119,575
2025-06-30 $36,749,450 115,688
2025-03-31 $28,121,710 108,511
2024-12-31 $41,426,311 102,581
2024-09-30 $23,625,189 90,300
2024-06-30 $16,326,880 82,509
2024-03-31 $14,487,557 82,414
2023-12-31 $18,112,701 72,894
2023-09-30 $19,720,839 78,814
2023-06-30 $21,293,157 81,343
2023-03-31 $14,434,859 69,579
2022-12-31 $6,513,512 52,878
2022-09-30 $12,883,457 48,571
2022-06-30 $9,739,672 14,463
2022-03-31 $14,809,456 13,743
2021-12-31 $13,992,823 13,241
2021-09-30 $9,709,783 12,521
2021-06-30 $8,612,479 12,671
2021-03-31 $8,151,416 12,204
2020-12-31 $6,892,983 9,768
2020-09-30 $4,132,652 9,633
2020-06-30 $1,739,573 1,611
2020-03-31 $904,947 1,727