Skip to content
Disclosery

Falcon Wealth Planning: TSLA position timeline

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

Falcon Wealth Planning held 12,435 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,435 shares
    Change vs previous 13F -1,019 shares

    0.33% of the 13F portfolio, value $5,230,355.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 13,454 shares
    Change vs previous 13F +150 shares

    0.34% of the 13F portfolio, value $5,001,348.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 13,304 shares
    Change vs previous 13F +864 shares

    0.5% of the 13F portfolio, value $5,983,064.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 12,440 shares
    Change vs previous 13F +604 shares

    0.5% of the 13F portfolio, value $5,532,409.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 11,836 shares
    Change vs previous 13F -1,166 shares

    0.38% of the 13F portfolio, value $3,759,710.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 13,002 shares
    Change vs previous 13F -9,825 shares

    0.37% of the 13F portfolio, value $3,369,486.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 22,827 shares
    Change vs previous 13F +13,429 shares

    1.03% of the 13F portfolio, value $9,218,473.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 9,398 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,458,849.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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