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Lodestone Wealth Management LLC

SEC CIK
0001950158
Latest filing
Jul 23, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Lodestone Wealth Management 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)
2,233
Value
$939.2K
% of portfolio
0.3%
Quarters held
14
Since Q1 2023
Holdings of TSLA by Lodestone Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,233$939.2K0.3%−109−4.7%ReducedHolders
Q1 20262,342$870.6K0.3%+95+4.2%AddedHolders
Q4 20252,247$1.01M0.4%−10.0%ReducedHolders
Q3 20252,248$999.7K0.4%−10−0.4%ReducedHolders
Q2 20252,258$717.3K0.3%+273+13.8%AddedHolders
Q1 20251,985$514.4K0.3%+204+11.5%AddedHolders
Q4 20241,781$719.2K0.4%−64−3.5%ReducedHolders
Q3 20241,845$482.7K0.2%−53−2.8%ReducedHolders
Q2 20241,898$375.6K0.2%−8−0.4%ReducedHolders
Q1 20241,906$335.1K0.2%+303+18.9%AddedHolders
Q4 20231,603$398.3K0.2%+13+0.8%AddedHolders
Q3 20231,590$397.9K0.3%00.0%UnchangedHolders
Q2 20231,590$416.2K0.3%00.0%UnchangedHolders
Q1 20231,590$329.9K0.3%+1,590NewHolders