AXXCESS WEALTH MANAGEMENT, LLC

Position in TSLA — Tesla, Inc.

CIK 1911056 CARLSBAD, CA

Back to TSLA Full portfolio

Position in TSLA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$29,118,138

+$3,261,067 QoQ

Shares Held

69,230

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#544

of 4,245 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in TSLA Over Time

Shares Held

Position Value (USD)

Derivatives in TSLA

reported options exposure · as of Jun 30, 2022

CallValue

$9,624,517

CallShares

42,876

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $32,266,331 across 5 Auto Manufacturers names. TSLA ranks #1 (90.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	69,230	$29,118,138
2	F	Ford Motor Co	86,999	$1,209,286
3	RIVN	Rivian Automotive, Inc. / DE	57,206	$992,524
4	TM	Toyota Motor Corp/	4,205	$708,206
5	GM	General Motors Co	3,090	$238,177

All Filings in TSLA

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,118,138	69,230	-0.5%	Shares	Sole	2026-07-28
2026-03-31	$25,857,071	69,555	-9.2%	Shares	Sole	2026-04-29
2025-12-31	$34,452,599	76,609	+18.1%	Shares	Sole	2026-02-19
2025-09-30	$28,854,767	64,883	+0.9%	Shares	Sole	2025-11-07
2025-06-30	$20,431,573	64,319	+0.7%	Shares	Sole	2025-07-28
2025-03-31	$16,545,811	63,844	+7.3%	Shares	Sole	2025-04-30
2024-12-31	$24,026,460	59,495	+2.8%	Shares	Sole	2025-02-10
2024-09-30	$15,141,051	57,872	-15.9%	Shares	Sole	2024-11-04
2024-06-30	$13,615,727	68,808	+25.8%	Shares	Sole	2024-08-09
2024-03-31	$9,612,900	54,684	+14.4%	Shares	Sole	2024-05-14
2023-12-31	$11,874,610	47,789	-3.4%	Shares	Sole	2024-02-06
2023-09-30	$12,373,128	49,449	+41.4%	Shares	Sole	2023-11-14
2023-06-30	$9,151,217	34,959	+2.7%	Shares	Sole	2023-08-08
2023-03-31	$7,064,013	34,050	+6.6%	Shares	Sole	2023-05-03
2022-12-31	$3,933,876	31,936	-27.5%	Shares	Sole	2023-02-16
2022-09-30	$11,680,018	44,034	—	Shares	Sole	2022-11-14
2022-06-30	$9,624,517	14,292	+7.2%	Call	Sole	2022-08-11
2022-03-31	$14,370,873	13,336	+14.1%	Call	Sole	2022-08-11
2021-12-31	$12,349,531	11,686	—	Call	Sole	2022-08-11
No filing history on record for this holder in this stock.