MinichMacGregor Wealth Management, LLC: TSLA position timeline

MinichMacGregor Wealth Management, LLC held 2,641 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,641 shares

   Change vs previous 13F +1 shares

   0.17% of the 13F portfolio, value $1,110,805.

   13F-HR 0001172661-26-002643 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,640 shares

   Change vs previous 13F -138 shares

   0.17% of the 13F portfolio, value $981,420.

   13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,778 shares

   Change vs previous 13F -205 shares

   0.23% of the 13F portfolio, value $1,249,322.

   13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,983 shares

   Change vs previous 13F +374 shares

   0.26% of the 13F portfolio, value $1,326,600.

   13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,609 shares

   Change vs previous 13F -348 shares

   0.18% of the 13F portfolio, value $828,775.

   13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 2,957 shares

   Change vs previous 13F -1,594 shares

   0.17% of the 13F portfolio, value $766,336.

   13F-HR 0001172661-25-001533 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,551 shares

   Change vs previous 13F +586 shares

   0.38% of the 13F portfolio, value $1,837,876.

   13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 3,965 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $1,037,363.

   13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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