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Disclosery

HB Wealth Management, LLC: TSLA position timeline

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

HB Wealth Management, LLC held 123,128 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,128 shares
    Change vs previous 13F +5,883 shares

    0.29% of the 13F portfolio, value $51,787,935.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 117,245 shares
    Change vs previous 13F +8,063 shares

    0.28% of the 13F portfolio, value $43,586,000.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 109,182 shares
    Change vs previous 13F +9,817 shares

    0.32% of the 13F portfolio, value $49,101,621.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 99,365 shares
    Change vs previous 13F +14,597 shares

    0.3% of the 13F portfolio, value $44,189,930.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 84,768 shares
    Change vs previous 13F -7,104 shares

    0.22% of the 13F portfolio, value $26,927,583.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 91,872 shares
    Change vs previous 13F -333,772 shares

    0.2% of the 13F portfolio, value $23,809,758.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 425,644 shares
    Change vs previous 13F +2,426 shares

    1.76% of the 13F portfolio, value $171,946,987.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 423,218 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $110,726,651.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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