SkyOak Wealth, LLC

Position in TSLA — Tesla, Inc.

CIK 1800379 SOUTHFIELD, MI

Position in TSLA

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

Position Value

$3,041,779

+$314,621 QoQ

Shares Held

7,232

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#1,502

of 4,258 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SkyOak Wealth, LLC holds $4,048,505 across 3 Auto Manufacturers names. TSLA ranks #1 (75.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	7,232	$3,041,779
2	F	Ford Motor Co	41,428	$575,849
3	GM	General Motors Co	5,590	$430,877

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,041,779	7,232	-1.4%	Shares	Sole	2026-07-30
2026-03-31	$2,727,158	7,336	+1.8%	Shares	Sole	2026-04-30
2025-12-31	$3,239,333	7,203	-0.4%	Shares	Sole	2026-02-05
2025-09-30	$3,214,880	7,229	-0.6%	Shares	Sole	2025-10-23
2025-06-30	$2,310,341	7,273	-0.6%	Shares	Sole	2025-07-30
2025-03-31	$1,895,755	7,315	+10.9%	Shares	Sole	2025-05-01
2024-12-31	$2,664,132	6,597	-34.8%	Shares	Sole	2025-01-24
2024-09-30	$2,645,602	10,112	+0.1%	Shares	Sole	2024-11-04
2024-06-30	$1,999,379	10,104	-0.2%	Shares	Sole	2024-08-12
2024-03-31	$1,780,576	10,129	-0.5%	Shares	Sole	2024-04-29
2023-12-31	$2,530,271	10,183	-0.4%	Shares	Sole	2024-01-12
2023-09-30	$2,558,249	10,224	-6.3%	Shares	Sole	2023-10-24
2023-06-30	$2,855,387	10,908	-0.4%	Shares	Sole	2023-07-20
2023-03-31	$2,272,931	10,956	+3.6%	Shares	Sole	2023-05-02
2022-12-31	$1,303,244	10,580	+1.0%	Shares	Sole	2023-01-26
2022-09-30	$2,778,228	10,474	+199.9%	Shares	Sole	2022-10-25
2022-06-30	$2,351,582	3,492	+5.6%	Shares	Sole	2022-07-26
2022-03-31	$3,562,545	3,306	+16.7%	Shares	Sole	2022-04-18
2021-12-31	$2,992,800	2,832	-25.0%	Shares	Sole	2022-01-24
2021-09-30	$2,929,763	3,778	+0.9%	Shares	Sole	2021-10-21
2021-06-30	$2,545,476	3,745	-0.1%	Shares	Sole	2021-07-19
2021-03-31	$2,504,069	3,749	-0.5%	Shares	Sole	2021-04-29
2020-12-31	$2,657,552	3,766	-0.2%	Shares	Sole	2021-02-02
2020-09-30	$1,619,083	3,774	+402.5%	Shares	Sole	2020-11-03
2020-06-30	$810,936	751	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.