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Livermore
Livermore
ZHEN

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Arete Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TSLA overviewAll 13F holders of TSLAFull Q2 2026 holdings

Shares (Q2 2026)
25,318
Value
$10.6M
% of portfolio
0.7%
Quarters held
19
Since Q1 2021
Holdings of TSLA by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,318$10.6M0.7%+1,718+7.3%AddedHolders
Q1 202623,600$8.77M0.7%−4,874−17.1%ReducedHolders
Q4 202528,474$12.8M0.9%+7,081+33.1%AddedHolders
Q3 202521,393$9.51M0.6%−4,103−16.1%ReducedHolders
Q2 202525,496$8.10M0.6%−604−2.3%ReducedHolders
Q1 202526,100$6.76M0.5%+5,632+27.5%AddedHolders
Q4 202420,468$8.31M0.6%+4,763+30.3%AddedHolders
Q3 202415,705$4.08M0.4%+15,705NewHolders
Q1 20240$00.0%−22,845−100.0%Sold outHolders
Q4 202322,845$5.68M0.4%+22,845NewHolders
Q3 20230$00.0%−22,988−100.0%Sold outHolders
Q2 202322,988$6.02M0.5%+1,151+5.3%AddedHolders
Q1 202321,837$4.53M0.4%+2,819+14.8%AddedHolders
Q4 202219,018$2.34M0.2%−2,060−9.8%ReducedHolders
Q3 202221,078$5.59M0.5%+1,260+6.4%AddedConverted for a 3-for-1 splitHolders
Q2 20226,606$4.48M0.5%+990+17.6%AddedHolders
Q1 20225,616$6.05M0.5%+60+1.1%AddedHolders
Q4 20215,556$6.33M0.5%+150+2.8%AddedHolders
Q3 20215,406$4.19M0.5%+33+0.6%AddedHolders
Q2 20215,373$2.30M0.3%−103−1.9%ReducedHolders
Q1 20215,476$3.66M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.