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Williams Jones Wealth Management, LLC.: TSLA position timeline

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

Williams Jones Wealth Management, LLC. held 6,285 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,285 shares
    Change vs previous 13F -2,464 shares

    0.03% of the 13F portfolio, value $2,643,471.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, 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 8,749 shares
    Change vs previous 13F -1,242 shares

    0.04% of the 13F portfolio, value $3,252,441.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, 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 9,991 shares
    Change vs previous 13F +5,339 shares

    0.05% of the 13F portfolio, value $4,493,153.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, 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 4,652 shares
    Change vs previous 13F -3,341 shares

    0.02% of the 13F portfolio, value $2,068,837.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, 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 7,993 shares
    Change vs previous 13F -836 shares

    0.03% of the 13F portfolio, value $2,539,056.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, 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 8,829 shares
    Change vs previous 13F +1,033 shares

    0.03% of the 13F portfolio, value $2,288,124.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, 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 7,796 shares
    Change vs previous 13F -962 shares

    0.04% of the 13F portfolio, value $3,148,337.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, 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 8,758 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,291,356.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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