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Disclosery

KWB Wealth: TSLA position timeline

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

KWB Wealth held 2,020 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,020 shares
    Change vs previous 13F +81 shares

    0.07% of the 13F portfolio, value $849,612.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 1,939 shares
    Change vs previous 13F +301 shares

    0.09% of the 13F portfolio, value $872,007.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 1,638 shares
    Change vs previous 13F +305 shares

    0.07% of the 13F portfolio, value $736,417.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 1,333 shares
    Change vs previous 13F -48 shares

    0.05% of the 13F portfolio, value $423,441.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 1,381 shares
    Change vs previous 13F +33 shares

    0.04% of the 13F portfolio, value $357,900.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 1,348 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $544,376.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 1,348 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $352,677.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 1,348 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $266,742.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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