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Disclosery

Wellment Financial: TSLA position timeline

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

Wellment Financial held 1,070 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,070 shares
    Change vs previous 13F +171 shares

    0.51% of the 13F portfolio, value $450,042.

    13F-HR 0001940000-26-000005 filed by Wellment Financial
    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 899 shares
    Change vs previous 13F -14 shares

    0.41% of the 13F portfolio, value $334,203.

    13F-HR 0001940000-26-000004 filed by Wellment Financial
    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 913 shares
    Change vs previous 13F +349 shares

    0.48% of the 13F portfolio, value $410,594.

    13F-HR 0001940000-26-000001 filed by Wellment Financial
    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 564 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $250,822.

    13F-HR 0001940000-25-000003 filed by Wellment Financial
    Filed (acceptance time not in the bulk data set), ingested

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