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Disclosery

Simplicity Wealth,LLC: TSLA position timeline

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

Simplicity Wealth,LLC held 51,056 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,056 shares
    Change vs previous 13F +22,326 shares

    0.72% of the 13F portfolio, value $21,474,193.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 28,730 shares
    Change vs previous 13F +2,619 shares

    0.61% of the 13F portfolio, value $10,680,412.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 26,111 shares
    Change vs previous 13F -2,781 shares

    0.7% of the 13F portfolio, value $11,742,630.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 28,892 shares
    Change vs previous 13F -7,783 shares

    0.74% of the 13F portfolio, value $12,848,841.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 36,675 shares
    Change vs previous 13F +6,326 shares

    0.48% of the 13F portfolio, value $11,650,167.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 30,349 shares
    Change vs previous 13F +12,131 shares

    0.61% of the 13F portfolio, value $7,865,241.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 18,218 shares
    Change vs previous 13F -5,915 shares

    1.53% of the 13F portfolio, value $7,357,157.

    13F-HR 0001062993-25-001833 filed by Simplicity 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 24,133 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $6,313,955.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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