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Disclosery

WEALTH EFFECTS LLC: TSLA position timeline

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

WEALTH EFFECTS LLC held 6,552 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 6,552 shares
    Change vs previous 13F -113 shares

    0.74% of the 13F portfolio, value $2,755,771.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 6,665 shares
    Change vs previous 13F -690 shares

    0.88% of the 13F portfolio, value $2,477,714.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 7,355 shares
    Change vs previous 13F -105 shares

    1.04% of the 13F portfolio, value $3,307,691.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 7,460 shares
    Change vs previous 13F +480 shares

    1.07% of the 13F portfolio, value $3,317,611.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 6,980 shares
    Change vs previous 13F -30 shares

    0.83% of the 13F portfolio, value $2,217,267.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 7,010 shares
    Change vs previous 13F +340 shares

    0.76% of the 13F portfolio, value $1,816,712.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 6,670 shares
    Change vs previous 13F -220 shares

    0.96% of the 13F portfolio, value $2,693,613.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 6,890 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,802,631.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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