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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by True Wealth Design, 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)
712
Value
$299.5K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of TSLA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026712$299.5K0.1%+131+22.5%AddedHolders
Q1 2026581$216.1K0.1%+54+10.2%AddedHolders
Q4 2025527$237.1K0.1%+53+11.2%AddedHolders
Q3 2025474$210.8K0.1%+129+37.4%AddedHolders
Q2 2025345$109.5K<0.1%+154+80.6%AddedHolders
Q1 2025191$49.5K<0.1%+121+172.9%AddedHolders
Q4 202470$28.2K<0.1%+31+79.5%AddedHolders
Q3 202439$10.2K<0.1%−12−23.5%ReducedHolders
Q2 202451$10.1K<0.1%+7+15.9%AddedHolders
Q1 202444$7.74K<0.1%+13+41.9%AddedHolders
Q4 202331$7.70K<0.1%00.0%UnchangedHolders
Q3 202331$7.76K<0.1%+6+24.0%AddedHolders
Q2 202325$6.54K<0.1%−2,500−99.0%ReducedHolders
Q1 20232,525$523.8K0.2%+60+2.4%AddedHolders
Q4 20222,465$303.6K0.1%–No prior filingHolders