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LRI Investments, LLC

Position in TSLA — Tesla, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in TSLA

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$2,508,037
+$842,969 QoQ
Shares Held
5,963
+33.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,638
of 4,245 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TSLA Over Time

Shares Held

Position Value (USD)

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

LRI Investments, LLC holds $3,753,511 across 11 Auto Manufacturers names. TSLA ranks #1 (66.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TSLA
Tesla, Inc.
This page
5,963 $2,508,037

All Filings in TSLA

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,508,037 5,963
2026-03-31 $1,665,068 4,479
2025-12-31 $2,112,334 4,697
2025-09-30 $1,771,319 3,983
2025-06-30 $1,193,130 3,756
2025-03-31 $777,998 3,002
2024-12-31 $674,412 1,670
2024-09-30 $345,613 1,321
2024-06-30 $357,964 1,809
2024-03-31 $100,200 570