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Whitaker-Myers Wealth Managers, LTD.: TSLA position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 6,290 TSLA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,290 shares
    Change vs previous 13F +115 shares

    0.36% of the 13F portfolio, value $2,231,597.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,175 shares
    Change vs previous 13F -437 shares

    0.43% of the 13F portfolio, value $2,597,164.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,612 shares
    Change vs previous 13F +1,509 shares

    0.49% of the 13F portfolio, value $2,458,041.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,103 shares
    Change vs previous 13F +1,662 shares

    0.48% of the 13F portfolio, value $2,294,978.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,441 shares
    Change vs previous 13F -277 shares

    0.33% of the 13F portfolio, value $1,530,337.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,718 shares
    Change vs previous 13F +1,007 shares

    0.3% of the 13F portfolio, value $1,180,991.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,711 shares
    Change vs previous 13F -1,818 shares

    0.2% of the 13F portfolio, value $702,459.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,529 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,828,838.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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