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Disclosery

Westwood Wealth Management: TSLA position timeline

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

Westwood Wealth Management held 19,242 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,242 shares
    Change vs previous 13F -2,068 shares

    2.35% of the 13F portfolio, value $8,093,185.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    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 21,310 shares
    Change vs previous 13F +17,335 shares

    3.11% of the 13F portfolio, value $7,921,993.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    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 3,975 shares
    Change vs previous 13F -10,728 shares

    1.34% of the 13F portfolio, value $1,787,637.

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    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 14,703 shares
    Change vs previous 13F +6,460 shares

    2.4% of the 13F portfolio, value $6,538,718.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    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 8,243 shares
    Change vs previous 13F -4,977 shares

    0.88% of the 13F portfolio, value $2,618,471.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    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 13,220 shares
    Change vs previous 13F -2,340 shares

    1.48% of the 13F portfolio, value $3,426,095.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    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 15,560 shares
    Change vs previous 13F +14,475 shares

    2.27% of the 13F portfolio, value $6,283,750.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    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 1,085 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $283,869.

    13F-HR 0001861125-24-000009 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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