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SWEENEY & MICHEL, LLC: TSLA position timeline

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

SWEENEY & MICHEL, LLC held 3,114 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,114 shares
    Change vs previous 13F -21 shares

    0.27% of the 13F portfolio, value $1,023,198.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 3,135 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,104,837.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 3,135 shares
    Change vs previous 13F -155 shares

    0.4% of the 13F portfolio, value $1,342,626.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 3,290 shares
    Change vs previous 13F +56 shares

    0.46% of the 13F portfolio, value $1,360,382.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 3,234 shares
    Change vs previous 13F +307 shares

    0.36% of the 13F portfolio, value $1,013,891.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 2,927 shares
    Change vs previous 13F +809 shares

    0.28% of the 13F portfolio, value $649,384.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,118 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $467,443.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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