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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Regent Peak Wealth Advisors 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)
37,805
Value
$15.9M
% of portfolio
2.9%
Quarters held
21
Since Q1 2021
Holdings of TSLA by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,805$15.9M2.9%+294+0.8%AddedHolders
Q1 202637,511$13.9M2.8%+331+0.9%AddedHolders
Q4 202537,180$16.7M3.3%+376+1.0%AddedHolders
Q3 202536,804$16.4M3.3%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202536,309$9.41M2.2%−50.0%ReducedHolders
Q4 202436,314$14.7M3.3%−137−0.4%ReducedHolders
Q3 202436,451$9.54M2.2%+1,681+4.8%AddedHolders
Q2 202434,770$6.88M1.7%+3,318+10.5%AddedHolders
Q1 202431,452$5.53M1.4%+5,327+20.4%AddedHolders
Q4 202326,125$6.49M1.8%+1,154+4.6%AddedHolders
Q3 202324,971$6.25M1.9%+867+3.6%AddedHolders
Q2 202324,104$6.31M1.8%+4,106+20.5%AddedHolders
Q1 202319,998$4.15M1.3%+14,381+256.0%AddedHolders
Q4 20225,617$769.6K0.3%−1,265−18.4%ReducedHolders
Q3 20226,882$1.82M0.6%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q2 20222,283$1.54M0.5%+153+7.2%AddedHolders
Q1 20222,130$2.29M0.7%+175+9.0%AddedHolders
Q4 20211,955$2.07M0.6%+207+11.8%AddedHolders
Q3 20211,748$1.36M0.4%+101+6.1%AddedHolders
Q2 20211,647$1.13M0.3%−32−1.9%ReducedHolders
Q1 20211,679$1.12M0.4%––Holders

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