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Avondale Wealth Management: TSLA position timeline

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

Avondale Wealth Management held 5,727 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,727 shares
    Change vs previous 13F +79 shares

    0.98% of the 13F portfolio, value $2,408,776.

    13F-HR 0001214659-26-008458 filed by Avondale Wealth Management
    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 5,648 shares
    Change vs previous 13F +450 shares

    1.03% of the 13F portfolio, value $2,099,644.

    13F-HR 0001214659-26-004671 filed by Avondale Wealth Management
    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 5,198 shares
    Change vs previous 13F -230 shares

    1.2% of the 13F portfolio, value $2,337,645.

    13F-HR 0001214659-26-002075 filed by Avondale Wealth Management
    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 5,428 shares
    Change vs previous 13F +383 shares

    1.29% of the 13F portfolio, value $2,413,940.

    13F-HR 0001214659-25-016789 filed by Avondale Wealth Management
    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 5,045 shares
    Change vs previous 13F +1,099 shares

    0.9% of the 13F portfolio, value $1,602,595.

    13F-HR 0001738720-25-000003 filed by Avondale Wealth Management
    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 3,946 shares
    Change vs previous 13F +1,165 shares

    0.64% of the 13F portfolio, value $1,022,645.

    13F-HR 0001738720-25-000002 filed by Avondale Wealth Management
    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 2,781 shares
    Change vs previous 13F +11 shares

    0.72% of the 13F portfolio, value $1,123,079.

    13F-HR 0001738720-25-000001 filed by Avondale Wealth Management
    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 2,770 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $724,715.

    13F-HR 0001738720-24-000005 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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