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JEPPSON WEALTH MANAGEMENT, LLC: TSLA position timeline

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

JEPPSON WEALTH MANAGEMENT, LLC held 3,959 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,959 shares
    Change vs previous 13F -41 shares

    0.49% of the 13F portfolio, value $1,665,155.

    13F-HR 0001831263-26-000003 filed by JEPPSON 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 4,000 shares
    Change vs previous 13F +99 shares

    0.47% of the 13F portfolio, value $1,487,000.

    13F-HR 0001831263-26-000002 filed by JEPPSON 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 3,901 shares
    Change vs previous 13F +180 shares

    0.56% of the 13F portfolio, value $1,754,358.

    13F-HR 0001831263-26-000001 filed by JEPPSON 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 3,721 shares
    Change vs previous 13F -75 shares

    0.53% of the 13F portfolio, value $1,654,803.

    13F-HR 0001831263-25-000006 filed by JEPPSON 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 3,796 shares
    Change vs previous 13F -170 shares

    0.42% of the 13F portfolio, value $1,205,837.

    13F-HR 0001831263-25-000004 filed by JEPPSON 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 3,966 shares
    Change vs previous 13F +370 shares

    0.38% of the 13F portfolio, value $1,027,829.

    13F-HR 0001831263-25-000002 filed by JEPPSON 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 3,596 shares
    Change vs previous 13F -157 shares

    0.53% of the 13F portfolio, value $1,452,209.

    13F-HR 0001785445-25-000003 filed by JEPPSON 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 3,753 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $981,897.

    13F-HR 0001831263-24-000006 filed by JEPPSON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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