Question 1

How many shares of TSLA does Integrated Wealth Concepts LLC own?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC holds 177,587 shares of TSLA (TESLA INC).

Question 2

What is Integrated Wealth Concepts LLC's TSLA position worth?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC's TSLA position is worth $74.7M.

Question 3

Is Integrated Wealth Concepts LLC buying or selling TSLA?

Accepted Answer

In 2026-Q2, Integrated Wealth Concepts LLC increased their TSLA position (+29.8% change in shares).

Question 4

When did Integrated Wealth Concepts LLC first buy TSLA?

Accepted Answer

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in TSLA in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	177,587	+29.8%	$74.7M	0.4%	$420.60	45
2026-Q1	Increased	136,843	+54.3%	$50.9M	0.4%	$392.43	49
2025-Q4	Decreased	88,693	-25.8%	$39.9M	0.5%	$454.43	0
2025-Q3	Increased	119,575	+3.4%	$53.2M	0.5%	$443.21	36
2025-Q2	Increased	115,688	+6.6%	$36.7M	0.4%	$323.63	37
2025-Q1	Increased	108,511	+5.8%	$28.1M	0.3%	$263.55	36
2024-Q4	Increased	102,581	+13.6%	$41.4M	0.5%	$417.41	39
2024-Q3	Increased	90,300	+9.4%	$23.6M	0.3%	$260.46	37