Concord Wealth Partners

Position in TSLA — Tesla, Inc.

CIK 1814214 ABINGDON, VA

Position in TSLA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,947,751

+$646,611 QoQ

Shares Held

9,386

+5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#1,346

of 4,245 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Concord Wealth Partners holds $4,189,614 across 5 Auto Manufacturers names. TSLA ranks #1 (94.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	9,386	$3,947,751
2	GM	General Motors Co	1,363	$105,060
3	F	Ford Motor Co	4,704	$65,385
4	RACE	Ferrari N.V.	100	$37,229
5	TM	Toyota Motor Corp/	203	$34,189

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,947,751	9,386	+5.7%	Shares	Sole	2026-07-27
2026-03-31	$3,301,140	8,880	+4.0%	Shares	Sole	2026-05-01
2025-12-31	$3,838,809	8,536	+23.4%	Shares	Sole	2026-01-29
2025-09-30	$3,076,128	6,917	-17.5%	Shares	Sole	2025-11-05
2025-06-30	$2,663,579	8,385	+34.7%	Shares	Sole	2025-07-25
2025-03-31	$1,613,789	6,227	+5945.6%	Shares	Sole	2025-05-02
2024-12-31	$41,595	103	-93.3%	Shares	Sole	2025-01-24
2024-09-30	$403,433	1,542	+1059.4%	Shares	Sole	2024-10-24
2024-06-30	$26,318	133	-92.7%	Shares	Sole	2024-07-31
2024-03-31	$322,223	1,833	-73.5%	Shares	Sole	2024-04-30
2023-12-31	$1,718,239	6,915	-1.3%	Shares	Sole	2024-04-30
2023-09-30	$1,753,541	7,008	+2.7%	Shares	Sole	2024-04-30
2023-06-30	$1,786,318	6,824	+34.8%	Shares	Sole	2023-08-08
2023-03-31	$1,050,162	5,062	-8.7%	Shares	Sole	2023-04-26
2022-12-31	$682,663	5,542	-12.8%	Shares	Sole	2023-01-30
2022-09-30	$1,686,724	6,359	+195.5%	Shares	Sole	2022-11-10
2022-06-30	$1,449,199	2,152	+52.5%	Shares	Sole	2022-08-04
2022-03-31	$1,520,493	1,411	-1.2%	Shares	Sole	2022-04-20
2021-12-31	$1,509,081	1,428	+377.6%	Shares	Sole	2022-01-21
2021-09-30	$231,868	299	-79.0%	Shares	Sole	2021-11-09
2021-06-30	$967,892	1,424	-7.2%	Shares	Sole	2021-07-29
2021-03-31	$1,025,272	1,535	+1321.3%	Shares	Sole	2021-05-13
2020-12-31	$76,212	108	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.