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Avior Wealth Management, LLC: TSLA position timeline

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

Avior Wealth Management, LLC held 28,170 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,170 shares
    Change vs previous 13F +1,690 shares

    0.31% of the 13F portfolio, value $11,848,338.

    13F-HR 0001754960-26-000402 filed by Avior 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 26,480 shares
    Change vs previous 13F +2,392 shares

    0.28% of the 13F portfolio, value $9,843,812.

    13F-HR 0001754960-26-000212 filed by Avior 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 24,088 shares
    Change vs previous 13F +1,310 shares

    0.34% of the 13F portfolio, value $10,832,877.

    13F-HR 0001754960-26-000005 filed by Avior 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 22,778 shares
    Change vs previous 13F +125 shares

    0.33% of the 13F portfolio, value $10,130,037.

    13F-HR 0001754960-25-000798 filed by Avior 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 22,653 shares
    Change vs previous 13F +5,643 shares

    0.25% of the 13F portfolio, value $7,196,025.

    13F-HR 0001754960-25-000419 filed by Avior 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 17,010 shares
    Change vs previous 13F -2,909 shares

    0.17% of the 13F portfolio, value $4,408,359.

    13F-HR 0001754960-25-000218 filed by Avior 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 19,919 shares
    Change vs previous 13F -4,059 shares

    0.29% of the 13F portfolio, value $8,044,241.

    13F-HR 0001599868-25-000001 filed by Avior 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 23,978 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,273,424.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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