BELLEVUE ASSET MANAGEMENT, LLC

Position in TSLA — Tesla, Inc.

CIK 1801619 BELLEVUE, WA

Position in TSLA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$508,926

+$43,495 QoQ

Shares Held

1,210

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#3,170

of 4,245 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 11% None 89%

Consumer Cyclical · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $579,194 across 4 Auto Manufacturers names. TSLA ranks #1 (87.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	1,210	$508,926
2	RACE	Ferrari N.V.	100	$37,229
3	F	Ford Motor Co	1,497	$20,808
4	RIVN	Rivian Automotive, Inc. / DE	705	$12,231

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$508,926	1,210	-3.4%	Shares	Other	2026-08-04
2026-03-31	$465,431	1,252	0.0%	Shares	Sole	2026-04-24
2025-12-31	$563,049	1,252	0.0%	Shares	Sole	2026-01-23
2025-09-30	$556,789	1,252	-6.7%	Shares	Sole	2025-11-04
2025-06-30	$426,299	1,342	0.0%	Shares	Sole	2025-07-23
2025-03-31	$347,792	1,342	-45.0%	Shares	Sole	2025-04-28
2024-12-31	$984,561	2,438	-13.5%	Shares	Sole	2025-02-06
2024-09-30	$737,273	2,818	-1.7%	Shares	Sole	2024-10-25
2024-06-30	$567,519	2,868	+1.6%	Shares	Sole	2024-07-31
2024-03-31	$496,255	2,823	0.0%	Shares	Sole	2024-04-26
2023-12-31	$701,459	2,823	0.0%	Shares	Sole	2024-02-06
2023-09-30	$706,371	2,823	-14.1%	Shares	Sole	2023-10-25
2023-06-30	$860,699	3,288	-0.1%	Shares	Sole	2023-07-31
2023-03-31	$682,750	3,291	-0.2%	Shares	Sole	2023-05-09
2022-12-31	$406,001	3,296	-13.5%	Shares	Sole	2023-01-23
2022-09-30	$1,011,133	3,812	+205.9%	Shares	Sole	2022-11-07
2022-06-30	$839,081	1,246	+1.4%	Shares	Sole	2022-08-12
2022-03-31	$1,324,370	1,229	-1.6%	Shares	Sole	2022-05-11
2021-12-31	$1,319,918	1,249	-1.9%	Shares	Sole	2022-02-03
2021-09-30	$987,185	1,273	-14.4%	Shares	Sole	2021-11-05
2021-06-30	$1,011,393	1,488	0.0%	Shares	Sole	2021-08-09
2021-03-31	$993,879	1,488	-3.9%	Shares	Sole	2021-05-12
2020-12-31	$1,092,377	1,548	+2.0%	Shares	Sole	2021-02-11
2020-09-30	$650,808	1,517	+392.5%	Shares	Sole	2020-11-12
2020-06-30	$332,581	308	+0.3%	Shares	Sole	2020-07-31
2020-03-31	$160,867	307	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.