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Disclosery

Balance Wealth Partners LLC: TSLA position timeline

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

Balance Wealth Partners LLC held 3,798 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,798 shares
    Change vs previous 13F +645 shares

    0.42% of the 13F portfolio, value $1,597,549.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 3,153 shares
    Change vs previous 13F +406 shares

    0.36% of the 13F portfolio, value $1,172,418.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 2,747 shares
    Change vs previous 13F -12 shares

    0.4% of the 13F portfolio, value $1,235,552.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 2,759 shares
    Change vs previous 13F +1,063 shares

    0.3% of the 13F portfolio, value $1,226,817.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 1,696 shares
    Change vs previous 13F +328 shares

    0.32% of the 13F portfolio, value $538,601.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 1,368 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $354,592.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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