Nvest Wealth Strategies, Inc.

Position in TSLA — Tesla, Inc.

CIK 2106942 POWELL, OH

Position in TSLA

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$66,034

-$46,234 QoQ

Shares Held

157

-48.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#4,119

of 4,245 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $73,858 across 3 Auto Manufacturers names. TSLA ranks #1 (89.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	157	$66,034
2	F	Ford Motor Co	502	$6,977
3	GM	General Motors Co	11	$847

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,034	157	-48.0%	Shares	Sole	2026-07-10
2026-03-31	$112,268	302	0.0%	Shares	Sole	2026-04-13
2025-12-31	$135,815	302	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.