Position in TSLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,904,475
+$801,797 QoQ
Shares Held
25,926
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#816
of 4,242 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Naviter Wealth, LLC holds $15,948,892 across 3 Auto Manufacturers names. TSLA ranks #1 (68.4% of the industry book) .
All Filings in TSLA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,904,475 | 25,926 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,102,678 | 27,176 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $13,036,933 | 28,989 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $13,642,675 | 30,677 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,422,748 | 29,663 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,673,468 | 29,609 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $10,570,512 | 26,175 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,329,041 | 28,013 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,402,632 | 22,249 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,282,175 | 18,671 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,188,246 | 12,831 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,792,955 | 11,162 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,022,919 | 11,548 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,248,866 | 10,840 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,959,547 | 15,908 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,607,938 | 9,832 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,166,420 | 4,702 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,467,704 | 2,290 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,525,704 | 2,390 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||