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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TSLA overviewAll 13F holders of TSLAFull Q2 2026 holdings

Shares (Q2 2026)
2,027
Value
$852.6K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of TSLA by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,027$852.6K0.1%+86+4.4%AddedHolders
Q1 20261,941$721.6K0.1%+180+10.2%AddedHolders
Q4 20251,761$792.0K0.1%−7−0.4%ReducedHolders
Q3 20251,768$786.3K0.1%−1,440−44.9%ReducedHolders
Q2 20253,208$1.02M0.1%−233−6.8%ReducedHolders
Q1 20253,441$891.8K0.1%+1,884+121.0%AddedHolders
Q4 20241,557$628.8K0.1%+15+1.0%AddedHolders
Q3 20241,542$403.4K0.1%−1,208−43.9%ReducedHolders
Q2 20242,750$544.2K0.1%−349−11.3%ReducedHolders
Q1 20243,099$544.8K0.1%−591−16.0%ReducedHolders
Q4 20233,690$916.9K0.2%+674+22.3%AddedHolders
Q3 20233,016$754.7K0.2%00.0%UnchangedHolders
Q2 20233,016$789.5K0.2%+700+30.2%AddedHolders
Q1 20232,316$480.5K0.1%+423+22.3%AddedHolders
Q4 20221,893$233.2K<0.1%+855+82.4%AddedHolders
Q3 20221,038$275.0K0.1%+12+1.2%AddedConverted for a 3-for-1 splitHolders
Q2 2022342$230.0K<0.1%+189+123.5%AddedHolders
Q1 2022153$165.0K<0.1%00.0%UnchangedHolders
Q4 2021153$162.0K<0.1%00.0%UnchangedHolders
Q3 2021153$119.0K<0.1%+92+150.8%AddedHolders
Q2 202161$41.0K<0.1%+61NewHolders