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Disclosery

NewEdge Wealth, LLC: TSLA position timeline

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

NewEdge Wealth, LLC held 57,986 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 57,986 shares
    Change vs previous 13F +232 shares

    0.25% of the 13F portfolio, value $24,388,997.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 57,754 shares
    Change vs previous 13F -21,618 shares

    0.26% of the 13F portfolio, value $21,469,904.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 79,372 shares
    Change vs previous 13F +21,845 shares

    0.4% of the 13F portfolio, value $35,695,036.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 57,527 shares
    Change vs previous 13F +3,462 shares

    0.38% of the 13F portfolio, value $26,581,360.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 54,065 shares
    Change vs previous 13F +2,302 shares

    0.27% of the 13F portfolio, value $17,423,480.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 51,763 shares
    Change vs previous 13F +5,363 shares

    0.24% of the 13F portfolio, value $13,414,998.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 46,400 shares
    Change vs previous 13F +1,082 shares

    0.32% of the 13F portfolio, value $18,738,186.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 45,318 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,856,555.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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