Paragon Private Wealth Management, LLC

Position in TSLA — Tesla, Inc.

CIK 1922684 LEXINGTON, KY

Position in TSLA

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

Position Value

$4,309,887

+$524,358 QoQ

Shares Held

10,247

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#1,286

of 4,245 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Consumer Cyclical · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $4,981,159 across 2 Auto Manufacturers names. TSLA ranks #1 (86.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TSLA	Tesla, Inc. This page	10,247	$4,309,887
2	F	Ford Motor Co	48,293	$671,272

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,309,887	10,247	+0.6%	Shares	Sole	2026-07-28
2026-03-31	$3,785,529	10,183	+6.9%	Shares	Defined	2026-05-19
2025-12-31	$4,284,032	9,526	+25.7%	Shares	Sole	2026-02-11
2025-09-30	$3,370,532	7,579	+22.6%	Shares	Sole	2025-11-03
2025-06-30	$1,963,138	6,180	+20.4%	Shares	Sole	2025-08-14
2025-03-31	$1,330,785	5,135	+3.8%	Shares	Defined	2025-05-15
2024-12-31	$1,997,796	4,947	+19.6%	Shares	Sole	2025-02-07
2024-09-30	$1,082,363	4,137	+11.2%	Shares	Sole	2024-11-07
2024-06-30	$736,113	3,720	+4.1%	Shares	Sole	2024-08-12
2024-03-31	$627,921	3,572	+8.6%	Shares	Sole	2024-05-13
2023-12-31	$817,499	3,290	+15.2%	Shares	Sole	2024-02-09
2023-09-30	$714,628	2,856	+1.9%	Shares	Sole	2023-11-13
2023-06-30	$733,741	2,803	+2.7%	Shares	Sole	2023-08-03
2023-03-31	$566,158	2,729	+4.1%	Shares	Sole	2023-04-17
2022-12-31	$322,977	2,622	+10.7%	Shares	Sole	2023-02-13
2022-09-30	$628,377	2,369	+226.3%	Shares	Sole	2022-11-02
2022-06-30	$488,902	726	+11.3%	Shares	Sole	2022-07-18
2021-12-31	$689,020	652	—	Shares	Sole	2022-06-08
No filing history on record for this holder in this stock.