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PTM Wealth Management, LLC

SEC CIK
0002061027
Latest filing
Aug 6, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by PTM 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)
911
Value
$285.2K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of TSLA by PTM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026911$285.2K0.1%−31−3.3%ReducedHolders
Q1 2026942$332.4K0.2%+342+57.0%AddedHolders
Q4 2025600$271.0K0.2%00.0%UnchangedHolders
Q3 2025600$271.9K0.2%+600NewHolders