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MISSION WEALTH MANAGEMENT, LP: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on TSLA, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 159,971 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,971 shares
    Change vs previous 13F +38,079 shares

    0.84% of the 13F portfolio, value $67,284,098.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 121,892 shares
    Change vs previous 13F +151 shares

    0.95% of the 13F portfolio, value $45,313,479.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 121,741 shares
    Change vs previous 13F -2,471 shares

    1.12% of the 13F portfolio, value $54,749,340.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 124,212 shares
    Change vs previous 13F -1,483 shares

    1.13% of the 13F portfolio, value $55,239,528.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 125,695 shares
    Change vs previous 13F -5,002 shares

    0.87% of the 13F portfolio, value $39,928,134.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 130,697 shares
    Change vs previous 13F +10,990 shares

    0.85% of the 13F portfolio, value $33,871,432.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 119,707 shares
    Change vs previous 13F -6,425 shares

    1.15% of the 13F portfolio, value $48,342,328.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 126,132 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $32,999,913.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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