Confluence Wealth Services, Inc.

Position in TSLA — Tesla, Inc.

CIK 1910411 MCMURRAY, PA

Position in TSLA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,607,906

+$1,982,615 QoQ

Shares Held

8,578

+96.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,394

of 4,245 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $4,498,271 across 4 Auto Manufacturers names. TSLA ranks #1 (80.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	8,578	$3,607,906
2	RACE	Ferrari N.V.	1,047	$389,787
3	GM	General Motors Co	3,792	$292,287
4	F	Ford Motor Co	14,985	$208,291

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,607,906	8,578	+96.2%	Shares	Sole	2026-07-22
2026-03-31	$1,625,291	4,372	-0.9%	Shares	Sole	2026-05-07
2025-12-31	$1,983,714	4,411	-13.9%	Shares	Sole	2026-01-28
2025-09-30	$2,278,300	5,123	+4.3%	Shares	Sole	2025-10-28
2025-06-30	$1,560,345	4,912	-0.1%	Shares	Sole	2025-07-22
2025-03-31	$1,274,548	4,918	-8.1%	Shares	Sole	2025-04-24
2024-12-31	$2,161,351	5,352	+0.3%	Shares	Sole	2025-01-27
2024-09-30	$1,396,580	5,338	-50.3%	Shares	Sole	2024-10-29
2024-06-30	$2,124,241	10,735	+11.2%	Shares	Sole	2024-07-31
2024-03-31	$1,696,373	9,650	+2.4%	Shares	Sole	2024-04-22
2023-12-31	$2,341,675	9,424	+3.7%	Shares	Sole	2024-01-25
2023-09-30	$2,274,499	9,090	+0.1%	Shares	Sole	2023-11-01
2023-06-30	$2,378,180	9,085	-0.3%	Shares	Sole	2023-08-01
2023-03-31	$1,890,168	9,111	+2.0%	Shares	Sole	2023-05-12
2022-12-31	$1,099,997	8,930	+159.1%	Shares	Sole	2023-02-10
2022-09-30	$914,051	3,446	+17.6%	Shares	Sole	2022-11-08
2022-06-30	$1,973,793	2,931	+68.6%	Shares	Sole	2022-08-15
2022-03-31	$1,872,868	1,738	-0.4%	Shares	Sole	2022-04-26
2021-12-31	$1,844,081	1,745	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.