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Monterey Private Wealth, Inc.: TSLA position timeline

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

Monterey Private Wealth, Inc. held 11,769 TSLA shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 11,769 shares
    Change vs previous 13F -472 shares

    0.9% of the 13F portfolio, value $3,050,106.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 12,241 shares
    Change vs previous 13F -22 shares

    1.63% of the 13F portfolio, value $4,943,486.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 12,263 shares
    Change vs previous 13F -1,234 shares

    1.09% of the 13F portfolio, value $3,208,421.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 13,497 shares
    Change vs previous 13F +953 shares

    1% of the 13F portfolio, value $2,670,826.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 12,544 shares
    Change vs previous 13F +13 shares

    0.89% of the 13F portfolio, value $2,205,145.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 12,531 shares
    Change vs previous 13F -22 shares

    1.41% of the 13F portfolio, value $3,113,752.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 12,553 shares
    Change vs previous 13F +22 shares

    1.58% of the 13F portfolio, value $3,141,061.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 12,531 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,280,292.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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