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Disclosery

4WEALTH ADVISORS, INC.: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on TSLA, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 2,446 TSLA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,446 shares
    Change vs previous 13F -589 shares

    0.6% of the 13F portfolio, value $863,047.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,035 shares
    Change vs previous 13F +398 shares

    0.96% of the 13F portfolio, value $1,249,934.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,637 shares
    Change vs previous 13F +24 shares

    0.8% of the 13F portfolio, value $936,873.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,613 shares
    Change vs previous 13F -335 shares

    1.02% of the 13F portfolio, value $1,175,118.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,948 shares
    Change vs previous 13F -66 shares

    1.21% of the 13F portfolio, value $1,311,035.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,014 shares
    Change vs previous 13F +21 shares

    0.99% of the 13F portfolio, value $957,427.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,993 shares
    Change vs previous 13F +143 shares

    0.86% of the 13F portfolio, value $775,666.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 2,850 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,150,944.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).