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AE Wealth Management LLC: TSLA position timeline

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

AE Wealth Management LLC held 302,296 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 302,296 shares
    Change vs previous 13F +18,537 shares

    0.59% of the 13F portfolio, value $127,146,069.

    13F-HR 0001697723-26-000007 filed by AE Wealth 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 283,759 shares
    Change vs previous 13F +32,251 shares

    0.57% of the 13F portfolio, value $105,487,904.

    13F-HR 0001697723-26-000006 filed by AE Wealth 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 251,508 shares
    Change vs previous 13F +5,094 shares

    0.65% of the 13F portfolio, value $113,108,487.

    13F-HR 0001697723-26-000001 filed by AE Wealth 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 246,414 shares
    Change vs previous 13F +9,586 shares

    0.7% of the 13F portfolio, value $109,585,374.

    13F-HR 0001697723-25-000007 filed by AE Wealth 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 236,828 shares
    Change vs previous 13F +13,788 shares

    0.55% of the 13F portfolio, value $75,230,299.

    13F-HR 0001697723-25-000004 filed by AE Wealth 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 223,040 shares
    Change vs previous 13F +18,959 shares

    0.49% of the 13F portfolio, value $57,802,975.

    13F-HR 0001697723-25-000003 filed by AE Wealth 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 204,081 shares
    Change vs previous 13F -18,407 shares

    0.7% of the 13F portfolio, value $82,415,767.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 222,488 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $58,209,357.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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