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Disclosery

MOTIVE WEALTH ADVISORS: TSLA position timeline

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

MOTIVE WEALTH ADVISORS held 4,896 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,896 shares
    Change vs previous 13F +165 shares

    0.85% of the 13F portfolio, value $2,059,258.

    13F-HR 0001754960-26-000562 filed by MOTIVE 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 4,731 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $1,758,749.

    13F-HR 0001754960-26-000259 filed by MOTIVE 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 4,731 shares
    Change vs previous 13F +10 shares

    0.91% of the 13F portfolio, value $2,127,625.

    13F-HR 0001754960-26-000068 filed by MOTIVE 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 4,721 shares
    Change vs previous 13F +46 shares

    0.91% of the 13F portfolio, value $2,099,523.

    13F-HR 0001754960-25-000693 filed by MOTIVE 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 4,675 shares
    Change vs previous 13F +402 shares

    0.68% of the 13F portfolio, value $1,485,061.

    13F-HR 0001754960-25-000400 filed by MOTIVE 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 4,273 shares
    Change vs previous 13F -184 shares

    0.59% of the 13F portfolio, value $1,107,391.

    13F-HR 0001754960-25-000208 filed by MOTIVE 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 4,457 shares
    Change vs previous 13F +267 shares

    0.97% of the 13F portfolio, value $1,799,915.

    13F-HR 0001754960-25-000046 filed by MOTIVE 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 4,190 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $829,117.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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