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Level Wealth Management LLC

SEC CIK
0002036775
Latest filing
Jul 28, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Level 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)
663
Value
$278.9K
% of portfolio
0.1%
Quarters held
6
Since Q4 2024
Holdings of TSLA by Level Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026663$278.9K0.1%−44−6.2%ReducedHolders
Q1 2026707$262.8K0.1%00.0%UnchangedHolders
Q4 2025707$318.0K0.2%00.0%UnchangedHolders
Q3 2025707$314.4K0.2%00.0%UnchangedHolders
Q2 2025707$224.6K0.1%+707NewHolders
Q1 20250$00.0%−707−100.0%Sold outHolders
Q4 2024707$285.5K0.2%–No prior filingHolders