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Livermore
Livermore
ZHEN

KWB Wealth

SEC CIK
0001822236
Latest filing
Jul 10, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by KWB Wealth, 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)
2,020
Value
$849.6K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of TSLA by KWB Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,020$849.6K0.1%+81+4.2%AddedHolders
Q1 20261,939$872.0K0.1%+301+18.4%AddedHolders
Q4 20251,638$736.4K0.1%+305+22.9%AddedHolders
Q3 20251,333$423.4K<0.1%−48−3.5%ReducedHolders
Q2 20251,381$357.9K<0.1%+33+2.4%AddedHolders
Q1 20251,348$544.4K0.1%00.0%UnchangedHolders
Q4 20241,348$352.7K<0.1%00.0%UnchangedHolders
Q3 20241,348$266.7K<0.1%00.0%UnchangedHolders
Q2 20241,348$237.0K<0.1%00.0%UnchangedHolders
Q1 20241,348$237.0K<0.1%00.0%UnchangedHolders
Q4 20231,348$335.0K<0.1%00.0%UnchangedHolders
Q3 20231,348$352.9K0.1%00.0%UnchangedHolders
Q2 20231,348$352.9K0.1%+1,348NewHolders
Q4 20220$00.0%−1,456−100.0%Sold outHolders
Q3 20221,456$386.0K0.1%−104−6.7%ReducedConverted for a 3-for-1 splitHolders
Q2 2022520$350.0K0.1%−49−8.6%ReducedHolders
Q1 2022569$601.0K0.1%00.0%UnchangedHolders
Q4 2021569$601.0K0.1%−18−3.1%ReducedHolders
Q3 2021587$455.0K0.1%+90+18.1%AddedHolders
Q2 2021497$332.0K0.1%00.0%UnchangedHolders
Q1 2021497$332.0K0.1%––Holders

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