Capital Advisors Wealth Management, LLC

Position in TSLA — Tesla, Inc.

CIK 1824700 YAKIMA, WA

Position in TSLA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$979,577

+$153,549 QoQ

Shares Held

2,329

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#2,502

of 4,245 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Capital Advisors Wealth Management, LLC holds $979,577 across 1 Auto Manufacturers name. TSLA ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TSLA	Tesla, Inc. This page	2,329	$979,577

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$979,577	2,329	+4.8%	Shares	Sole	2026-07-23
2026-03-31	$826,028	2,222	+1.9%	Shares	Sole	2026-04-08
2025-12-31	$980,839	2,181	+1.3%	Shares	Sole	2026-01-21
2025-09-30	$957,926	2,154	-15.1%	Shares	Sole	2025-10-16
2025-06-30	$806,221	2,538	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$659,562	2,545	-3.1%	Shares	Sole	2025-04-25
2024-12-31	$1,060,483	2,626	+13.2%	Shares	Sole	2025-01-15
2024-09-30	$606,719	2,319	-2.8%	Shares	Sole	2024-10-15
2024-06-30	$472,339	2,387	-6.6%	Shares	Sole	2024-07-16
2024-03-31	$449,495	2,557	+2.2%	Shares	Sole	2024-04-12
2023-12-31	$621,945	2,503	+15.6%	Shares	Sole	2024-01-09
2023-09-30	$541,726	2,165	+1.5%	Shares	Sole	2023-10-11
2023-06-30	$558,093	2,132	+35.7%	Shares	Sole	2023-07-12
2023-03-31	$325,919	1,571	+19.8%	Shares	Sole	2023-04-14
2022-09-30	$347,742	1,311	+198.0%	Shares	Sole	2022-11-14
2022-06-30	$296,304	440	0.0%	Shares	Sole	2022-08-04
2022-03-31	$474,144	440	-4.6%	Shares	Sole	2022-05-09
2021-12-31	$487,175	461	+5.3%	Shares	Sole	2022-02-04
2021-09-30	$339,660	438	0.0%	Shares	Sole	2021-11-12
2021-06-30	$297,708	438	-1.6%	Shares	Sole	2021-08-13
2021-03-31	$297,228	445	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.