Integrated Wealth Concepts LLC

Position in TSLA — Tesla, Inc.

CIK 1737109 WALTHAM, MA

Position in TSLA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$50,871,385

+$10,984,370 QoQ

Shares Held

136,843

+54.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $61,424,922 across 10 Auto Manufacturers names. TSLA ranks #1 (82.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	136,843	$50,871,385
2	GM	General Motors Co	54,866	$4,087,517
3	F	Ford Motor Co	253,138	$2,921,212
4	TM	Toyota Motor Corp/	6,013	$1,239,219
5	RACE	Ferrari N.V.	1,930	$653,208
6	RIVN	Rivian Automotive, Inc. / DE	27,541	$414,492
7	HMC	Honda Motor Co Ltd	17,035	$414,120
8	CYD	China Yuchai International Ltd	9,404	$362,054

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,871,385	136,843	+54.3%	Shares	Other	2026-05-15
2025-12-31	$39,887,015	88,693	-25.8%	Shares	Other	2026-02-13
2025-09-30	$53,177,394	119,575	+3.4%	Shares	Other	2025-11-14
2025-06-30	$36,749,450	115,688	+6.6%	Shares	Other	2025-08-14
2025-03-31	$28,121,710	108,511	+5.8%	Shares	Other	2025-05-15
2024-12-31	$41,426,311	102,581	+13.6%	Shares	Other	2025-02-14
2024-09-30	$23,625,189	90,300	+9.4%	Shares	Other	2024-11-14
2024-06-30	$16,326,880	82,509	+0.1%	Shares	Other	2024-08-14
2024-03-31	$14,487,557	82,414	+13.1%	Shares	Other	2024-05-15
2023-12-31	$18,112,701	72,894	-7.5%	Shares	Other	2024-02-13
2023-09-30	$19,720,839	78,814	-3.1%	Shares	Other	2023-11-15
2023-06-30	$21,293,157	81,343	+16.9%	Shares	Other	2023-08-15
2023-03-31	$14,434,859	69,579	+31.6%	Shares	Other	2023-05-03
2022-12-31	$6,513,512	52,878	+8.9%	Shares	Other	2023-02-13
2022-09-30	$12,883,457	48,571	+235.8%	Shares	Other	2022-11-14
2022-06-30	$3,246,557	14,463	+5.2%	Shares	Other	2022-08-08
2022-03-31	$4,936,485	13,743	+3.8%	Shares	Other	2022-05-12
2021-12-31	$4,664,274	13,241	+5.8%	Shares	Other	2022-02-15
2021-09-30	$3,236,594	12,521	-1.2%	Shares	Other	2021-11-15
2021-06-30	$2,870,826	12,671	+3.8%	Shares	Other	2021-08-13
2021-03-31	$2,717,138	12,204	+24.9%	Shares	Other	2021-05-13
2020-12-31	$2,297,661	9,768	+1.4%	Shares	Other	2021-02-12
2020-09-30	$1,377,550	9,633	+498.0%	Shares	Other	2020-11-13
2020-06-30	$115,971	1,611	-6.7%	Shares	Other	2020-07-30
2020-03-31	$60,329	1,727	—	Shares	Other	2020-05-18
No filing history on record for this holder in this stock.