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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co on TSLA, newest first. How the timeline and the estimate are built.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 7,027 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,027 shares
    Change vs previous 13F -128 shares

    1.32% of the 13F portfolio, value $2,367,918.

    13F-HR 0001754960-26-000783 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 7,155 shares
    Change vs previous 13F -13,745 shares

    2.11% of the 13F portfolio, value $2,823,588.

    13F-HR 0001754960-26-000361 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 20,900 shares
    Change vs previous 13F -8,977 shares

    6.36% of the 13F portfolio, value $9,143,750.

    13F-HR 0001754960-26-000093 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 29,877 shares
    Change vs previous 13F -12,614 shares

    9.24% of the 13F portfolio, value $13,903,035.

    13F-HR 0001754960-25-000755 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 42,491 shares
    Change vs previous 13F +12,287 shares

    9.57% of the 13F portfolio, value $14,054,799.

    13F-HR 0001754960-25-000564 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 30,204 shares
    Change vs previous 13F +20,481 shares

    8.06% of the 13F portfolio, value $7,840,627.

    13F-HR 0001754960-25-000294 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 9,723 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $3,926,536.

    13F-HR 0001754960-25-000116 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    Filed (acceptance time not in the bulk data set), ingested

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