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Jessup Wealth Management, Inc: TSLA position timeline

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

Jessup Wealth Management, Inc held 25,163 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 25,163 shares
    Change vs previous 13F -1,019 shares

    3.16% of the 13F portfolio, value $10,583,416.

    13F-HR 0001963536-26-000005 filed by Jessup Wealth Management, Inc
    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 26,182 shares
    Change vs previous 13F +581 shares

    3.55% of the 13F portfolio, value $9,732,973.

    13F-HR 0001963536-26-000003 filed by Jessup Wealth Management, Inc
    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 25,601 shares
    Change vs previous 13F +180 shares

    3.81% of the 13F portfolio, value $11,513,057.

    13F-HR 0001963536-26-000001 filed by Jessup Wealth Management, Inc
    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 25,421 shares
    Change vs previous 13F +477 shares

    4.21% of the 13F portfolio, value $11,305,005.

    13F-HR 0001963536-25-000002 filed by Jessup Wealth Management, Inc
    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 24,944 shares
    Change vs previous 13F +1,535 shares

    3.18% of the 13F portfolio, value $7,923,552.

    13F-HR 0001085146-25-004502 filed by Jessup Wealth Management, Inc
    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 23,409 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $6,066,547.

    13F-HR 0001085146-25-002478 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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