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FRG Family Wealth Advisors LLC: TSLA position timeline

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

FRG Family Wealth Advisors LLC held 12,171 TSLA shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 12,171 shares
    Change vs previous 13F -565 shares

    0.74% of the 13F portfolio, value $4,524,569.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 12,736 shares
    Change vs previous 13F +1,425 shares

    0.89% of the 13F portfolio, value $5,727,634.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 11,311 shares
    Change vs previous 13F +1,232 shares

    0.81% of the 13F portfolio, value $5,030,228.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 10,079 shares
    Change vs previous 13F +5,198 shares

    0.56% of the 13F portfolio, value $3,201,695.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,881 shares
    Change vs previous 13F +4,279 shares

    0.24% of the 13F portfolio, value $1,264,960.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 602 shares
    Change vs previous 13F -5,786 shares

    0.04% of the 13F portfolio, value $243,112.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 6,388 shares
    Change vs previous 13F +231 shares

    0.3% of the 13F portfolio, value $1,671,292.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 6,157 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,235,340.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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