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Livermore
Livermore
ZHEN

Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Opes 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 Q1 2026 holdings

Shares (Q1 2026)
698
Value
$259.5K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of TSLA by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026698$259.5K<0.1%−45−6.1%ReducedHolders
Q4 2025743$334.1K0.1%−46−5.8%ReducedHolders
Q3 2025789$350.7K0.1%+30+4.0%AddedHolders
Q2 2025759$241.0K<0.1%+759NewHolders
Q1 20250$00.0%−908−100.0%Sold outHolders
Q4 2024908$366.7K0.1%−474−34.3%ReducedHolders
Q3 20241,382$361.6K0.1%−9−0.6%ReducedHolders
Q2 20241,391$275.3K0.1%+2+0.1%AddedHolders
Q1 20241,389$244.2K0.1%+1+0.1%AddedHolders
Q4 20231,388$344.9K0.1%−72−4.9%ReducedHolders
Q3 20231,460$365.3K0.1%−229−13.6%ReducedHolders
Q2 20231,689$442.1K0.1%+384+29.4%AddedHolders
Q1 20231,305$270.7K0.1%+1,305NewHolders
Q4 20220$00.0%−1,305−100.0%Sold outHolders
Q3 20221,305$346.0K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q2 2022435$293.0K0.1%−772−64.0%ReducedHolders
Q1 20221,207$1.30M0.4%+583+93.4%AddedHolders
Q4 2021624$659.0K0.2%+5+0.8%AddedHolders
Q3 2021619$480.0K0.2%+87+16.4%AddedHolders
Q2 2021532$362.0K0.1%−103−16.2%ReducedHolders
Q1 2021635$424.0K0.2%––Holders

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