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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Segment 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)
11,955
Value
$5.03M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of TSLA by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,955$5.03M0.3%+257+2.2%AddedHolders
Q1 202611,698$4.35M0.3%+287+2.5%AddedHolders
Q4 202511,411$5.13M0.3%+286+2.6%AddedHolders
Q3 202511,125$4.95M0.3%+201+1.8%AddedHolders
Q2 202510,924$3.47M0.2%+2,347+27.4%AddedHolders
Q1 20258,577$2.22M0.2%+7,149+500.6%AddedHolders
Q4 20241,428$576.7K<0.1%+129+9.9%AddedHolders
Q3 20241,299$339.9K<0.1%+38+3.0%AddedHolders
Q2 20241,261$249.5K<0.1%−136−9.7%ReducedHolders
Q1 20241,397$245.6K<0.1%−5,428−79.5%ReducedHolders
Q4 20236,825$1.70M0.1%+1,359+24.9%AddedHolders
Q3 20235,466$1.37M0.1%+597+12.3%AddedHolders
Q2 20234,869$1.27M0.1%+129+2.7%AddedHolders
Q1 20234,740$983.4K0.1%+4,740NewHolders
Q4 20220$00.0%−1,044−100.0%Sold outHolders
Q3 20221,044$277.0K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q2 2022348$234.0K<0.1%−469−57.4%ReducedHolders
Q1 2022817$880.0K0.1%−79−8.8%ReducedHolders
Q4 2021896$947.0K0.1%+570+174.8%AddedHolders
Q3 2021326$253.0K<0.1%−17−5.0%ReducedHolders
Q2 2021343$233.0K<0.1%00.0%UnchangedHolders
Q1 2021343$229.0K<0.1%––Holders

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