Skip to main content

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Wealth Effects 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)
6,552
Value
$2.76M
% of portfolio
0.7%
Quarters held
19
Since Q4 2021
Holdings of TSLA by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,552$2.76M0.7%−113−1.7%ReducedHolders
Q1 20266,665$2.48M0.9%−690−9.4%ReducedHolders
Q4 20257,355$3.31M1.0%−105−1.4%ReducedHolders
Q3 20257,460$3.32M1.1%+480+6.9%AddedHolders
Q2 20256,980$2.22M0.8%−30−0.4%ReducedHolders
Q1 20257,010$1.82M0.8%+340+5.1%AddedHolders
Q4 20246,670$2.69M1.0%−220−3.2%ReducedHolders
Q3 20246,890$1.80M0.6%+905+15.1%AddedHolders
Q2 20245,985$1.18M0.4%+829+16.1%AddedHolders
Q1 20245,156$906.4K0.3%−1,543−23.0%ReducedHolders
Q4 20236,699$1.66M0.6%+51+0.8%AddedHolders
Q3 20236,648$1.66M0.8%−465−6.5%ReducedHolders
Q2 20237,113$1.86M0.8%−17−0.2%ReducedHolders
Q1 20237,130$1.48M0.8%+237+3.4%AddedHolders
Q4 20226,893$849.1K0.5%+653+10.5%AddedHolders
Q3 20226,240$1.66M1.0%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q2 20222,070$1.39M0.8%+100+5.1%AddedHolders
Q1 20221,970$2.12M1.0%−50−2.5%ReducedHolders
Q4 20212,020$2.13M0.9%–No prior filingHolders