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Disclosery

HCR Wealth Advisors: TSLA position timeline

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

HCR Wealth Advisors held 15,580 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 15,580 shares
    Change vs previous 13F +231 shares

    0.59% of the 13F portfolio, value $6,553,100.

    13F-HR 0001697715-26-000004 filed by HCR 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 15,349 shares
    Change vs previous 13F -93 shares

    0.59% of the 13F portfolio, value $5,706,125.

    13F-HR 0001697715-26-000003 filed by HCR 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 15,442 shares
    Change vs previous 13F +989 shares

    0.69% of the 13F portfolio, value $6,944,739.

    13F-HR 0001697715-26-000001 filed by HCR 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 14,453 shares
    Change vs previous 13F -309 shares

    0.65% of the 13F portfolio, value $6,301,666.

    13F-HR 0001697715-25-000007 filed by HCR 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 14,762 shares
    Change vs previous 13F -295 shares

    0.55% of the 13F portfolio, value $4,689,412.

    13F-HR 0001697715-25-000005 filed by HCR 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 15,057 shares
    Change vs previous 13F +798 shares

    0.51% of the 13F portfolio, value $3,902,266.

    13F-HR 0001697715-25-000003 filed by HCR 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 14,259 shares
    Change vs previous 13F -93 shares

    0.72% of the 13F portfolio, value $5,758,501.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 14,352 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,755,008.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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