Position in TSLA
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$58,626,592
+$7,755,207 QoQ
Shares Held
139,388
+1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Integrated Wealth Concepts LLC holds $70,318,748 across 12 Auto Manufacturers names. TSLA ranks #1 (83.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
139,388 | $58,626,592 | |
| 2 | GM |
General Motors Co
|
54,056 | $4,166,636 | |
| 3 | F |
Ford Motor Co
|
264,743 | $3,679,927 | |
| 4 | TM |
Toyota Motor Corp/
|
6,514 | $1,097,087 | |
| 5 | RACE |
Ferrari N.V.
|
1,705 | $634,754 | |
| 6 | HMC |
Honda Motor Co Ltd
|
21,437 | $581,157 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
33,437 | $580,131 | |
| 8 | CYD |
China Yuchai International Ltd
|
9,038 | $428,491 |
All Filings in TSLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,626,592 | 139,388 | Shares | Other | 2026-09-09 | |
| 2026-03-31 | $50,871,385 | 136,843 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $39,887,015 | 88,693 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $53,177,394 | 119,575 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $36,749,450 | 115,688 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $28,121,710 | 108,511 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $41,426,311 | 102,581 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $23,625,189 | 90,300 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $16,326,880 | 82,509 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $14,487,557 | 82,414 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $18,112,701 | 72,894 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $19,720,839 | 78,814 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $21,293,157 | 81,343 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $14,434,859 | 69,579 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $6,513,512 | 52,878 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $12,883,457 | 48,571 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $9,739,672 | 14,463 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $14,809,456 | 13,743 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $13,992,823 | 13,241 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $9,709,783 | 12,521 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $8,612,479 | 12,671 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $8,151,416 | 12,204 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $6,892,983 | 9,768 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $4,132,652 | 9,633 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,739,573 | 1,611 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $904,947 | 1,727 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||