Just got off the phone with my SA. You can take it with a grain of salt of course, however this is what he told me:
Orders that were placed when Model S had a Sep/Oct EDD are still expected to come in with that time frame. He said I may see my account go to Feb/Mar if there is an underlying issue, but so far they are not aware of any and he is told they are ramping up production of the Model S as we speak. He also was kind enough to let me know that the only S being delivered are the 21" wheels and he expects August being an important month to see the 19" floodgates to open. He said he recognizes they are only trickling at this point. He also mentioned that when you have EDD on your account, that is the furthest out estimate and may come sooner. So he suggested it is very possible I can get my order in September or October at the latest, if everything goes right.
I told him I will be talking to him from here on out. He was one of the most helpful SA's I ever spoken to and was really professional. Hope this helps and let's pray for August being a big month without any issues!