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Disclosery

Waldron Private Wealth LLC: TSLA position timeline

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

Waldron Private Wealth LLC held 6,155 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,155 shares
    Change vs previous 13F -661 shares

    0.09% of the 13F portfolio, value $2,588,667.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 6,816 shares
    Change vs previous 13F +352 shares

    0.1% of the 13F portfolio, value $2,533,746.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 6,464 shares
    Change vs previous 13F -892 shares

    0.11% of the 13F portfolio, value $2,906,857.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 7,356 shares
    Change vs previous 13F +1,856 shares

    0.13% of the 13F portfolio, value $3,271,147.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 5,500 shares
    Change vs previous 13F +318 shares

    0.08% of the 13F portfolio, value $1,746,981.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 5,182 shares
    Change vs previous 13F -11,181 shares

    0.06% of the 13F portfolio, value $1,342,968.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 16,363 shares
    Change vs previous 13F -17 shares

    0.27% of the 13F portfolio, value $6,608,030.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 16,380 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,285,500.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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