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Perigon Wealth Management, LLC: TSLA position timeline

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

Perigon Wealth Management, LLC held 107,200 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,200 shares
    Change vs previous 13F +1,288 shares

    0.71% of the 13F portfolio, value $45,088,231.

    13F-HR 0001951757-26-001189 filed by Perigon 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 105,912 shares
    Change vs previous 13F +890 shares

    0.71% of the 13F portfolio, value $39,372,955.

    13F-HR 0001951757-26-000567 filed by Perigon 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 105,022 shares
    Change vs previous 13F +5,122 shares

    0.85% of the 13F portfolio, value $47,230,478.

    13F-HR 0001951757-26-000202 filed by Perigon 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 99,900 shares
    Change vs previous 13F +9,438 shares

    0.91% of the 13F portfolio, value $44,427,422.

    13F-HR 0001951757-25-001161 filed by Perigon 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 90,462 shares
    Change vs previous 13F +8,834 shares

    0.63% of the 13F portfolio, value $26,878,842.

    13F-HR 0001951757-25-000869 filed by Perigon 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 81,628 shares
    Change vs previous 13F -871 shares

    0.54% of the 13F portfolio, value $21,154,752.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 82,499 shares
    Change vs previous 13F -2,441 shares

    0.84% of the 13F portfolio, value $34,139,771.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 84,940 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $22,222,786.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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