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Gradient Capital Advisors, LLC: TSLA position timeline

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

Gradient Capital Advisors, LLC held 13,172 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 13,172 shares
    Change vs previous 13F -430 shares

    1.28% of the 13F portfolio, value $5,540,143.

    13F-HR 0001727917-26-000006 filed by Gradient Capital 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 ended2026-03-31
    13F 13,602 shares
    Change vs previous 13F -1,629 shares

    1.31% of the 13F portfolio, value $5,056,544.

    13F-HR 0001727917-26-000004 filed by Gradient Capital 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 ended2025-12-31
    13F 15,231 shares
    Change vs previous 13F -889 shares

    1.77% of the 13F portfolio, value $6,849,685.

    13F-HR 0001727917-26-000002 filed by Gradient Capital 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 ended2025-09-30
    13F 16,120 shares
    Change vs previous 13F -1,627 shares

    1.92% of the 13F portfolio, value $7,168,886.

    13F-HR 0001727917-25-000011 filed by Gradient Capital 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 ended2025-06-30
    13F 17,747 shares
    Change vs previous 13F -1,445 shares

    1.67% of the 13F portfolio, value $5,637,512.

    13F-HR 0001727917-25-000009 filed by Gradient Capital 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 ended2025-03-31
    13F 19,192 shares
    Change vs previous 13F -4,836 shares

    1.62% of the 13F portfolio, value $4,973,799.

    13F-HR 0001727917-25-000005 filed by Gradient Capital 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 ended2024-12-31
    13F 24,028 shares
    Change vs previous 13F +347 shares

    3.13% of the 13F portfolio, value $9,703,468.

    13F-HR 0001727917-25-000002 filed by Gradient Capital 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 ended2024-09-30
    13F 23,681 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $6,195,660.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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