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AVAII WEALTH MANAGEMENT, LLC: TSLA position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 27,896 TSLA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,896 shares
    Change vs previous 13F -632 shares

    2.98% of the 13F portfolio, value $10,338,058.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,528 shares
    Change vs previous 13F +278 shares

    3.53% of the 13F portfolio, value $11,998,688.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 28,250 shares
    Change vs previous 13F +3,027 shares

    3.67% of the 13F portfolio, value $10,501,945.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 25,223 shares
    Change vs previous 13F -2,979 shares

    4.11% of the 13F portfolio, value $11,343,299.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 28,202 shares
    Change vs previous 13F +10,105 shares

    4.77% of the 13F portfolio, value $12,542,004.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 18,097 shares
    Change vs previous 13F +6,546 shares

    2.55% of the 13F portfolio, value $5,748,708.

    13F-HR 0001951757-25-000828 filed by AVAII 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 ended2025-03-31
    13F/A 11,551 shares
    Change vs previous 13F +7,915 shares

    1.6% of the 13F portfolio, value $2,993,569.

    13F-HR/A 0001951757-25-000376 filed by AVAII 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 ended2024-12-31
    13F 3,636 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,468,386.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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