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Disclosery

CRUX WEALTH ADVISORS: TSLA position timeline

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

CRUX WEALTH ADVISORS held 4,627 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,627 shares
    Change vs previous 13F +99 shares

    0.67% of the 13F portfolio, value $1,946,116.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH 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 4,528 shares
    Change vs previous 13F -295 shares

    0.65% of the 13F portfolio, value $1,683,284.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH 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 4,823 shares
    Change vs previous 13F +406 shares

    0.81% of the 13F portfolio, value $2,169,000.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH 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 4,417 shares
    Change vs previous 13F +559 shares

    0.78% of the 13F portfolio, value $1,964,328.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH 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 3,858 shares
    Change vs previous 13F +584 shares

    0.52% of the 13F portfolio, value $1,225,532.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH 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 3,274 shares
    Change vs previous 13F +957 shares

    0.44% of the 13F portfolio, value $848,490.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH 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 2,317 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $935,697.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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