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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SEC CIK
0002016209
Latest filing
Aug 26, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, 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)
7,027
Value
$2.37M
% of portfolio
1.3%
Quarters held
7
Since Q4 2024
Holdings of TSLA by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,027$2.37M1.3%−128−1.8%ReducedHolders
Q1 20267,155$2.82M2.1%−13,745−65.8%ReducedHolders
Q4 202520,900$9.14M6.4%−8,977−30.0%ReducedHolders
Q3 202529,877$13.9M9.9%−12,614−29.7%ReducedHolders
Q2 202542,491$14.1M10.4%+12,287+40.7%AddedHolders
Q1 202530,204$7.84M8.1%+20,481+210.6%AddedHolders
Q4 20249,723$3.93M3.9%–No prior filingHolders