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Livermore
Livermore
ZHEN

IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by IMA Wealth, Inc., 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)
9,360
Value
$3.94M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of TSLA by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,360$3.94M0.2%+54+0.6%AddedHolders
Q1 20269,306$3.46M0.3%−48−0.5%ReducedHolders
Q4 20259,354$4.21M0.4%−15−0.2%ReducedHolders
Q3 20259,369$4.17M0.4%−51−0.5%ReducedHolders
Q2 20259,420$2.99M0.3%+131+1.4%AddedHolders
Q1 20259,289$2.41M0.3%−114−1.2%ReducedHolders
Q4 20249,403$3.80M0.5%−82−0.9%ReducedHolders
Q3 20249,485$2.48M0.5%−33−0.3%ReducedHolders
Q2 20249,518$1.88M0.8%−142−1.5%ReducedHolders
Q1 20249,660$1.70M0.8%−305−3.1%ReducedHolders
Q4 20239,965$2.48M1.2%−1,132−10.2%ReducedHolders
Q3 202311,097$2.78M0.7%−582−5.0%ReducedHolders
Q2 202311,679$3.06M0.8%−783−6.3%ReducedHolders
Q1 202312,462$2.59M0.7%+11,997+2,580.0%AddedHolders
Q4 2022465$57.3K<0.1%00.0%UnchangedHolders
Q3 2022465$123.0K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q2 2022155$104.0K<0.1%00.0%UnchangedHolders
Q1 2022155$167.0K<0.1%00.0%UnchangedHolders
Q4 2021155$164.0K<0.1%−250−61.7%ReducedHolders
Q3 2021405$314.0K0.1%00.0%UnchangedHolders
Q2 2021405$275.0K0.1%00.0%UnchangedHolders
Q1 2021405$271.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.