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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by AE 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)
302,296
Value
$127.1M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of TSLA by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026302,296$127.1M0.6%+18,537+6.5%AddedHolders
Q1 2026283,759$105.5M0.6%+32,251+12.8%AddedHolders
Q4 2025251,508$113.1M0.6%+5,094+2.1%AddedHolders
Q3 2025246,414$109.6M0.7%+9,586+4.0%AddedHolders
Q2 2025236,828$75.2M0.5%+13,788+6.2%AddedHolders
Q1 2025223,040$57.8M0.5%+18,959+9.3%AddedHolders
Q4 2024204,081$82.4M0.7%−18,407−8.3%ReducedHolders
Q3 2024222,488$58.2M0.5%−36,984−14.3%ReducedHolders
Q2 2024259,472$51.3M0.5%+55,950+27.5%AddedHolders
Q1 2024203,522$35.8M0.4%−164,939−44.8%ReducedHolders
Q4 2023368,461$67.5M0.3%+72,445+24.5%AddedHolders
Q3 2023296,016$74.1M0.4%+28,328+10.6%AddedHolders
Q2 2023267,688$70.1M0.4%−6,231−2.3%ReducedHolders
Q1 2023273,919$56.8M0.4%+40,937+17.6%AddedHolders
Q4 2022232,982$28.7M0.2%+8,162+3.6%AddedHolders
Q3 2022224,820$59.6M0.5%+8,472+3.9%AddedConverted for a 3-for-1 splitHolders
Q2 202272,116$48.6M0.4%+6,168+9.4%AddedHolders
Q1 202265,948$71.1M0.5%+12,570+23.5%AddedHolders
Q4 202153,378$56.4M0.4%+4,996+10.3%AddedHolders
Q3 202148,382$37.5M0.3%+1,000+2.1%AddedHolders
Q2 202147,382$32.2M0.3%+10,042+26.9%AddedHolders
Q1 202137,340$24.9M0.3%––Holders

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