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Advyzon Investment Management, LLC: TSLA position timeline

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

Advyzon Investment Management, LLC held 7,529 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,529 shares
    Change vs previous 13F +303 shares

    0.23% of the 13F portfolio, value $3,166,500.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, 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 7,226 shares
    Change vs previous 13F +948 shares

    0.24% of the 13F portfolio, value $2,686,243.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, 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 6,278 shares
    Change vs previous 13F +1,142 shares

    0.33% of the 13F portfolio, value $2,823,315.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, 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 5,136 shares
    Change vs previous 13F +121 shares

    0.39% of the 13F portfolio, value $2,284,055.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, 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 5,015 shares
    Change vs previous 13F -514 shares

    0.35% of the 13F portfolio, value $1,593,045.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, 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 5,529 shares
    Change vs previous 13F +3,561 shares

    0.51% of the 13F portfolio, value $1,432,880.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment Management, 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 1,968 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $794,757.

    13F-HR 0002011872-25-000001 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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