SEC 13F Intelligence

Naviter Wealth, LLC / TSLA

Naviter Wealth, LLC’s Tesla Inc Position

Does Naviter Wealth, LLC own Tesla Inc (TSLA)? Yes27.2K shares worth $10M (+1.26% of its 13F portfolio) as of Q1 2026, down from 29.0K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
27.2K
% of Portfolio
+1.26%
Quarters Held
18
currently held

Position History TSLA

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $2MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $4MQ3 ’24: $7MQ4 ’24: $11MQ4 ’24Q1 ’25: $8MQ2 ’25: $9MQ3 ’25: $14MQ3 ’25Q4 ’25: $13MQ1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.2K$10M+1.26%
Q4 202529.0K$13M+1.70%
Q3 202530.7K$14M+1.59%
Q2 202529.7K$9M+1.16%
Q1 202529.6K$8M+0.95%
Q4 202426.2K$11M+1.27%
Q3 202428.0K$7M+1.02%
Q2 202422.2K$4M+0.66%
Q1 202418.7K$3M+0.54%
Q4 202312.8K$3M+0.64%
Q3 202311.2K$3M+0.67%
Q2 202311.5K$3M+0.77%
Q1 202310.8K$2M+0.79%
Q4 202215.9K$2M+0.63%
Q3 20229.8K$3M+1.06%
Q2 20224.7K$3M+1.30%
Q1 20222.3K$2M+0.82%
Q4 20212.4K$3M+0.75%

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