Crown Wealth Group, LLC: TSLA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Wealth Group, LLC on TSLA, newest first. How the timeline and the estimate are built.
Crown Wealth Group, LLC held 6,303 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 6,303 sharesChange vs previous 13F +862 shares
0.67% of the 13F portfolio, value $2,651,042.
13F-HR 0002085853-26-000791 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,441 sharesChange vs previous 13F +613 shares
0.59% of the 13F portfolio, value $2,022,692.
13F-HR 0002085853-26-000447 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,828 sharesChange vs previous 13F +403 shares
0.61% of the 13F portfolio, value $2,171,248.
13F-HR 0002085853-26-000126 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,425 sharesChange vs previous 13F +614 shares
0.59% of the 13F portfolio, value $1,967,886.
13F-HR 0002085853-25-000126 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,811 sharesChange vs previous 13F -788 shares
0.45% of the 13F portfolio, value $1,210,602.
13F-HR 0001667731-25-000836 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,599 sharesChange vs previous 13F +344 shares
0.62% of the 13F portfolio, value $1,191,877.
13F-HR 0001667731-25-000523 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,255 sharesChange vs previous 13F +131 shares
0.7% of the 13F portfolio, value $1,718,339.
13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,124 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $1,078,962.
13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).