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AdviceOne Advisory Services, LLC: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AdviceOne Advisory Services, LLC on TSLA, newest first. How the timeline and the estimate are built.

AdviceOne Advisory Services, LLC held 18,256 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,256 shares
    Change vs previous 13F +1 shares

    4.34% of the 13F portfolio, value $7,678,474.

    13F-HR 0001951757-26-000981 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 18,255 shares
    Change vs previous 13F +152 shares

    4.11% of the 13F portfolio, value $6,786,296.

    13F-HR 0001951757-26-000589 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 18,103 shares
    Change vs previous 13F -756 shares

    4.81% of the 13F portfolio, value $8,141,281.

    13F-HR 0001951757-26-000034 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,859 shares
    Change vs previous 13F -1,196 shares

    5.58% of the 13F portfolio, value $8,386,974.

    13F-HR 0001951757-25-001450 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,055 shares
    Change vs previous 13F +1,376 shares

    4.7% of the 13F portfolio, value $6,370,671.

    13F-HR 0001951757-25-000951 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,679 shares
    Change vs previous 13F -5,210 shares

    3.95% of the 13F portfolio, value $4,840,850.

    13F-HR 0001951757-25-000569 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 23,889 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $9,647,334.

    13F-HR 0001951757-25-000568 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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