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Occidental Asset Management, LLC

Position in TSLA — Tesla, Inc.

CIK 1770994 Burlingame, CA

Position in TSLA

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$3,565,426
+$528,229 QoQ
Shares Held
8,477
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,396
of 4,245 holders
Holding Since
Sep 2020
24 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

Occidental Asset Management, LLC holds $4,237,643 across 2 Auto Manufacturers names. TSLA ranks #1 (84.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TSLA
Tesla, Inc.
This page
8,477 $3,565,426

All Filings in TSLA

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,565,426 8,477
2026-03-31 $3,037,197 8,170
2025-12-31 $3,548,740 7,891
2025-09-30 $3,301,156 7,423
2025-06-30 $2,106,721 6,632
2025-03-31 $1,689,204 6,518
2024-12-31 $2,786,496 6,900
2024-09-30 $1,849,462 7,069
2024-06-30 $1,461,937 7,388
2024-03-31 $794,746 4,521
2023-12-31 $1,095,051 4,407
2023-09-30 $1,163,523 4,650
2023-06-30 $1,508,842 5,764
2023-03-31 $1,189,575 5,734
2022-12-31 $687,467 5,581
2022-09-30 $1,611,128 6,074
2022-06-30 $1,360,308 2,020
2022-03-31 $2,111,018 1,959
2021-12-31 $1,911,715 1,809
2021-09-30 $1,480,391 1,909
2021-06-30 $1,406,979 2,070
2021-03-31 $1,087,389 1,628
2020-12-31 $1,124,132 1,593
2020-09-30 $347,498 810