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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by West Financial 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)
1,333
Value
$560.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TSLA by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,333$560.7K0.1%00.0%UnchangedHolders
Q1 20261,333$495.5K0.1%00.0%UnchangedHolders
Q4 20251,333$599.5K0.1%00.0%UnchangedHolders
Q3 20251,333$592.8K0.1%00.0%UnchangedHolders
Q2 20251,333$423.4K0.1%+58+4.5%AddedHolders
Q1 20251,275$330.4K0.1%00.0%UnchangedHolders
Q4 20241,275$514.9K0.1%+1,050+466.7%AddedHolders
Q3 2024225$58.9K<0.1%00.0%UnchangedHolders
Q2 2024225$44.5K<0.1%−153−40.5%ReducedHolders
Q1 2024378$66.4K<0.1%00.0%UnchangedHolders
Q4 2023378$93.9K<0.1%00.0%UnchangedHolders
Q3 2023378$94.6K<0.1%00.0%UnchangedHolders
Q2 2023378$99.0K<0.1%−207−35.4%ReducedHolders
Q1 2023585$121.4K<0.1%+207+54.8%AddedHolders
Q4 2022378$46.6K<0.1%00.0%UnchangedHolders
Q3 2022378$100.0K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q2 2022126$85.0K<0.1%00.0%UnchangedHolders
Q1 2022126$136.0K<0.1%00.0%UnchangedHolders
Q4 2021126$133.0K<0.1%00.0%UnchangedHolders
Q3 2021126$98.0K<0.1%00.0%UnchangedHolders
Q2 2021126$86.0K<0.1%+75+147.1%AddedHolders
Q1 202151$34.0K<0.1%––Holders

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