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CWM, LLC: TSLA position timeline

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

CWM, LLC held 413,279 TSLA shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 413,279 shares
    Change vs previous 13F +23,773 shares

    0.4% of the 13F portfolio, value $153,636,384.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 389,506 shares
    Change vs previous 13F +14,963 shares

    0.47% of the 13F portfolio, value $175,169,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 374,543 shares
    Change vs previous 13F +22,757 shares

    0.5% of the 13F portfolio, value $166,567,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 351,786 shares
    Change vs previous 13F +11,398 shares

    0.39% of the 13F portfolio, value $111,748,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 340,388 shares
    Change vs previous 13F +23,349 shares

    0.35% of the 13F portfolio, value $88,215,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 317,039 shares
    Change vs previous 13F +10,316 shares

    0.53% of the 13F portfolio, value $128,033,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 306,723 shares
    Change vs previous 13F +505 shares

    0.35% of the 13F portfolio, value $80,248,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 306,218 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $60,594,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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