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Livermore
Livermore
ZHEN

Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Evergreen Wealth Solutions, 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)
11,955
Value
$4.06M
% of portfolio
0.2%
Quarters held
16
Since Q4 2021
Holdings of TSLA by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,955$4.06M0.2%+1,909+19.0%AddedHolders
Q1 202610,046$3.73M0.3%+6,724+202.4%AddedHolders
Q4 20253,322$1.49M0.2%+2,297+224.1%AddedHolders
Q3 20251,025$455.8K0.3%00.0%UnchangedHolders
Q2 20251,025$325.6K0.2%−18−1.7%ReducedHolders
Q1 20251,043$270.3K0.2%+204+24.3%AddedHolders
Q4 2024839$338.8K0.2%+12+1.5%AddedHolders
Q3 2024827$216.4K0.1%+827NewHolders
Q1 20240$00.0%−1,060−100.0%Sold outHolders
Q4 20231,060$263.4K0.2%+2+0.2%AddedHolders
Q3 20231,058$264.7K0.3%+32+3.1%AddedHolders
Q2 20231,026$268.6K0.3%−250−19.6%ReducedHolders
Q1 20231,276$265.0K0.3%+1,276NewHolders
Q4 20220$00.0%−1,162−100.0%Sold outHolders
Q3 20221,162$308.0K0.4%−92−7.3%ReducedConverted for a 3-for-1 splitHolders
Q2 2022418$281.0K0.3%+76+22.2%AddedHolders
Q1 2022342$369.0K0.4%−13−3.7%ReducedHolders
Q4 2021355$375.0K0.3%–No prior filingHolders