Position in TSLA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$317,132
+$54,677 QoQ
Shares Held
754
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,602
of 4,245 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Live Oak Private Wealth LLC holds $6,646,133 across 3 Auto Manufacturers names. TSLA ranks #2 (4.8% of the industry book) .
All Filings in TSLA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,132 | 754 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $262,455 | 706 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $253,642 | 564 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $250,377 | 563 | Shares | Sole | 2025-10-17 | |
| 2022-03-31 | $532,334 | 494 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $513,595 | 486 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $376,883 | 486 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $373,835 | 550 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $367,361 | 550 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $388,118 | 550 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $235,955 | 550 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||