West Branch Capital LLC

Position in TSLA — Tesla, Inc.

CIK 1738723 AMHERST, MA

Position in TSLA

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$5,172,959

+$711,588 QoQ

Shares Held

12,299

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#1,173

of 4,244 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

West Branch Capital LLC holds $5,433,173 across 4 Auto Manufacturers names. TSLA ranks #1 (95.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	12,299	$5,172,959
2	GM	General Motors Co	3,170	$244,343
3	RIVN	Rivian Automotive, Inc. / DE	902	$15,649
4	F	Ford Motor Co	16	$222

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,172,959	12,299	+2.5%	Shares	Sole	2026-07-10
2026-03-31	$4,461,371	12,001	+4.6%	Shares	Sole	2026-04-14
2025-12-31	$5,160,986	11,476	+5.1%	Shares	Sole	2026-01-16
2025-09-30	$4,857,231	10,922	+8.6%	Shares	Sole	2025-10-21
2025-06-30	$3,193,753	10,054	+13.2%	Shares	Sole	2025-07-16
2025-03-31	$2,302,118	8,883	+24.2%	Shares	Sole	2025-04-16
2024-12-31	$2,888,667	7,153	+58.9%	Shares	Sole	2025-01-17
2024-09-30	$1,177,858	4,502	+42.0%	Shares	Sole	2024-10-18
2024-06-30	$627,279	3,170	+47.0%	Shares	Sole	2024-07-26
2024-03-31	$379,003	2,156	+189.8%	Shares	Sole	2024-04-24
2023-12-31	$184,869	744	-50.9%	Shares	Sole	2024-01-19
2023-09-30	$379,083	1,515	-39.8%	Shares	Sole	2023-10-20
2023-06-30	$658,351	2,515	-4.6%	Shares	Sole	2023-08-07
2023-03-31	$547,072	2,637	-66.5%	Shares	Sole	2023-04-20
2022-12-31	$970,042	7,875	-6.7%	Shares	Sole	2023-01-27
2022-09-30	$2,238,444	8,439	+134.7%	Shares	Sole	2022-10-19
2022-06-30	$2,421,617	3,596	+27.5%	Shares	Sole	2022-07-28
2022-03-31	$3,039,909	2,821	-12.5%	Shares	Sole	2022-05-03
2021-12-31	$3,406,001	3,223	+12.7%	Shares	Sole	2022-01-24
2021-09-30	$2,217,872	2,860	+1.7%	Shares	Sole	2021-11-09
2021-06-30	$1,910,636	2,811	+1.6%	Shares	Sole	2021-08-17
2021-03-31	$1,848,162	2,767	+10.9%	Shares	Sole	2021-05-14
2020-12-31	$1,760,646	2,495	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.