SEC 13F Intelligence

Baker Tilly Wealth Management, LLC / TSLA

Baker Tilly Wealth Management, LLC’s Tesla Inc Position

Does Baker Tilly Wealth Management, LLC own Tesla Inc (TSLA)? Yes12.2K shares worth $5M (+1.10% of its 13F portfolio) as of Q1 2026, up from 11.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
12.2K
% of Portfolio
+1.10%
Quarters Held
20
currently held

Position History TSLA

Reported value by quarter
Q2 ’21: $3MQ2 ’21Q3 ’21: $4MQ4 ’21: $3MQ1 ’22: $6MQ1 ’22Q2 ’22: $4MQ3 ’22: $5MQ4 ’22: $4MQ4 ’22Q1 ’23: $8MQ2 ’23: $11MQ3 ’23: $5MQ3 ’23Q4 ’23: $4MQ1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $5MQ1 ’25: $3MQ1 ’25Q2 ’25: $4MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.2K$5M+1.10%
Q4 202511.5K$5M+1.27%
Q3 202511.2K$5M+1.12%
Q2 202511.4K$4M+1.29%
Q1 202511.9K$3M+1.21%
Q4 202411.6K$5M+1.84%
Q3 202411.0K$3M+1.27%
Q2 20249.1K$2M+0.74%
Q1 202413.8K$2M+0.44%
Q4 202318.0K$4M+0.73%
Q3 202321.2K$5M+0.87%
Q2 202342.0K$11M+1.15%
Q1 202337.0K$8M+0.86%
Q4 202228.6K$4M+0.43%
Q3 202220.7K$5M+0.75%
Q2 20226.5K$4M+0.57%
Q1 20225.9K$6M+0.70%
Q4 20213.3K$3M+0.38%
Q3 20214.9K$4M+0.50%
Q2 20214.7K$3M+0.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baker Tilly Wealth Management, LLC’s full portfolio or all institutional holders of TSLA.