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Oakwell Private Wealth Management, LLC: TSLA position timeline

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

Oakwell Private Wealth Management, LLC held 1,133 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,133 shares
    Change vs previous 13F -303 shares

    0.08% of the 13F portfolio, value $476,540.

    13F-HR 0001941040-26-000497 filed by Oakwell Private 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 1,436 shares
    Change vs previous 13F -1,052 shares

    0.1% of the 13F portfolio, value $533,833.

    13F-HR 0001941040-26-000290 filed by Oakwell Private 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 2,488 shares
    Change vs previous 13F +1,069 shares

    0.21% of the 13F portfolio, value $1,118,903.

    13F-HR 0001941040-26-000059 filed by Oakwell Private 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 1,419 shares
    Change vs previous 13F -1,219 shares

    0.13% of the 13F portfolio, value $631,058.

    13F-HR 0001941040-25-000622 filed by Oakwell Private 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 2,638 shares
    Change vs previous 13F +1,677 shares

    0.19% of the 13F portfolio, value $837,987.

    13F-HR 0001941040-25-000423 filed by Oakwell Private 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 961 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $249,053.

    13F-HR 0001941040-25-000260 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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