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Apex Wealth Management, LLC: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apex Wealth Management, LLC on TSLA, newest first. How the timeline and the estimate are built.

Apex Wealth Management, LLC held 12,237 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,237 shares
    Change vs previous 13F -156 shares

    3.14% of the 13F portfolio, value $5,147,032.

    13F-HR 0001951757-26-001214 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,393 shares
    Change vs previous 13F +7,285 shares

    3.16% of the 13F portfolio, value $4,607,019.

    13F-HR 0001951757-26-000606 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,108 shares
    Change vs previous 13F -7,597 shares

    2.27% of the 13F portfolio, value $2,234,607.

    13F-HR 0001951757-26-000301 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,705 shares
    Change vs previous 13F -198 shares

    4.04% of the 13F portfolio, value $5,650,074.

    13F-HR 0001951757-25-001187 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,903 shares
    Change vs previous 13F +247 shares

    3.29% of the 13F portfolio, value $4,098,700.

    13F-HR 0001951757-25-001052 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,656 shares
    Change vs previous 13F -1,606 shares

    2.95% of the 13F portfolio, value $3,279,874.

    13F-HR 0001951757-25-000478 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,262 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $5,759,609.

    13F-HR 0001951757-25-000265 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).