Skip to content
Disclosery

Certus Wealth Management, LLC: TSLA position timeline

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

Certus Wealth Management, LLC held 2,555 TSLA shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,555 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,136,260.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 2,555 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $811,621.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 2,555 shares
    Change vs previous 13F +333 shares

    0.55% of the 13F portfolio, value $813,461.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 2,222 shares
    Change vs previous 13F -67 shares

    0.52% of the 13F portfolio, value $779,322.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 2,289 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $598,871.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 2,289 shares
    Change vs previous 13F -111 shares

    0.34% of the 13F portfolio, value $452,947.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 2,400 shares
    Change vs previous 13F -547 shares

    0.35% of the 13F portfolio, value $434,856.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 2,947 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $732,271.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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