Position in TSLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,904,802
+$1,815,113 QoQ
Shares Held
35,437
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#729
of 4,244 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $15,522,525 across 8 Auto Manufacturers names. TSLA ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
35,437 | $14,904,802 | |
| 2 | TM |
Toyota Motor Corp/
|
1,465 | $246,735 | |
| 3 | GM |
General Motors Co
|
2,373 | $182,910 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
8,425 | $146,173 | |
| 5 | F |
Ford Motor Co
|
2,442 | $33,943 | |
| 6 | STLA |
Stellantis N.V.
|
1,285 | $7,375 | |
| 7 | LCID |
Lucid Group, Inc.
|
50 | $334 | |
| 8 | NIO |
NIO Inc.
|
50 | $253 |
All Filings in TSLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,904,802 | 35,437 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,089,689 | 35,211 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,713,666 | 34,941 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $15,526,064 | 34,912 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,004,695 | 34,643 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,950,608 | 34,537 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $14,025,767 | 34,731 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,251,236 | 35,360 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,052,838 | 35,642 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,279,746 | 35,723 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,070,265 | 36,503 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,160,053 | 36,608 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $9,562,196 | 36,529 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $7,627,059 | 36,764 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $4,518,858 | 36,685 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $9,828,838 | 37,055 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $8,291,145 | 12,312 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $13,235,083 | 12,282 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $12,761,675 | 12,076 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $2,061,225 | 2,658 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,828,393 | 2,690 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,856,845 | 2,780 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $2,212,275 | 3,135 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $1,173,342 | 2,735 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $660,843 | 612 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $333,787 | 637 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||