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Disclosery

WT Wealth Management: TSLA position timeline

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

WT Wealth Management held 11,163 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 11,163 shares
    Change vs previous 13F +3,138 shares

    1.3% of the 13F portfolio, value $4,695,050.

    13F-HR 0001780507-26-000004 filed by WT 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 8,025 shares
    Change vs previous 13F -388 shares

    0.89% of the 13F portfolio, value $2,983,201.

    13F-HR 0001780507-26-000003 filed by WT 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 8,413 shares
    Change vs previous 13F -1,670 shares

    1.09% of the 13F portfolio, value $3,783,399.

    13F-HR 0001780507-26-000001 filed by WT 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 10,083 shares
    Change vs previous 13F +770 shares

    1.29% of the 13F portfolio, value $4,484,232.

    13F-HR 0001780507-25-000012 filed by WT 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 9,313 shares
    Change vs previous 13F +5,972 shares

    0.88% of the 13F portfolio, value $2,958,313.

    13F-HR 0001780507-25-000011 filed by WT 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 3,341 shares
    Change vs previous 13F -10,108 shares

    0.28% of the 13F portfolio, value $865,906.

    13F-HR 0001780507-25-000008 filed by WT 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 13,449 shares
    Change vs previous 13F -28 shares

    1.7% of the 13F portfolio, value $5,431,401.

    13F-HR 0001780507-25-000003 filed by WT 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 13,477 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,974,429.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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