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CAPTRUST FINANCIAL ADVISORS: TSLA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 275,306 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,306 shares
    Change vs previous 13F +9,506 shares

    0.18% of the 13F portfolio, value $115,793,819.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 265,800 shares
    Change vs previous 13F +103,311 shares

    0.17% of the 13F portfolio, value $98,804,541.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 162,489 shares
    Change vs previous 13F +8,396 shares

    0.14% of the 13F portfolio, value $73,074,363.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 154,093 shares
    Change vs previous 13F +7,183 shares

    0.14% of the 13F portfolio, value $68,528,272.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 146,910 shares
    Change vs previous 13F -5,114 shares

    0.1% of the 13F portfolio, value $46,667,529.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 152,024 shares
    Change vs previous 13F -147,251 shares

    0.1% of the 13F portfolio, value $39,398,493.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 299,275 shares
    Change vs previous 13F +26,223 shares

    0.35% of the 13F portfolio, value $120,859,109.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 273,052 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $71,438,508.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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