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Centric Wealth Management: TSLA position timeline

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

Centric Wealth Management held 8,875 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,875 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $3,483,526.

    13F-HR 0001104659-26-091800 filed by Centric 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 8,875 shares
    Change vs previous 13F +134 shares

    0.7% of the 13F portfolio, value $3,483,526.

    13F-HR 0001104659-26-059189 filed by Centric 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 8,741 shares
    Change vs previous 13F +297 shares

    0.78% of the 13F portfolio, value $3,687,041.

    13F-HR 0001104659-26-010095 filed by Centric 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 8,444 shares
    Change vs previous 13F +544 shares

    0.86% of the 13F portfolio, value $3,855,193.

    13F-HR 0001104659-25-106007 filed by Centric 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 7,900 shares
    Change vs previous 13F +630 shares

    0.62% of the 13F portfolio, value $2,604,235.

    13F-HR 0001104659-25-076748 filed by Centric 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 7,270 shares
    Change vs previous 13F +3,333 shares

    0.5% of the 13F portfolio, value $1,884,093.

    13F-HR 0001104659-25-049158 filed by Centric 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 3,937 shares
    Change vs previous 13F +2,463 shares

    0.43% of the 13F portfolio, value $1,589,918.

    13F-HR 0001104659-25-012138 filed by Centric 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 1,474 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $425,293.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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