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Cassaday & Co Wealth Management LLC: TSLA position timeline

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

Cassaday & Co Wealth Management LLC held 6,406 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,406 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $2,694,364.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co 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 6,393 shares
    Change vs previous 13F +45 shares

    0.05% of the 13F portfolio, value $2,376,598.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co 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 6,348 shares
    Change vs previous 13F -5,176 shares

    0.06% of the 13F portfolio, value $2,854,823.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co 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 11,524 shares
    Change vs previous 13F -769 shares

    0.12% of the 13F portfolio, value $5,124,954.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co 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 12,293 shares
    Change vs previous 13F +461 shares

    0.1% of the 13F portfolio, value $3,904,995.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co 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 11,832 shares
    Change vs previous 13F -1,044 shares

    0.09% of the 13F portfolio, value $3,066,382.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co 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 12,876 shares
    Change vs previous 13F -876 shares

    0.14% of the 13F portfolio, value $5,199,844.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,752 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,597,936.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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