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Navis Wealth Advisors, LLC: TSLA position timeline

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

Navis Wealth Advisors, LLC held 589 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 589 shares
    Change vs previous 13F +5 shares

    0.09% of the 13F portfolio, value $247,733.

    13F-HR 0001951757-26-001266 filed by Navis Wealth Advisors, 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 584 shares
    Change vs previous 13F -1,256 shares

    0.11% of the 13F portfolio, value $217,102.

    13F-HR 0001951757-26-000882 filed by Navis Wealth Advisors, 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 1,840 shares
    Change vs previous 13F -16 shares

    0.35% of the 13F portfolio, value $827,485.

    13F-HR 0001951757-26-000437 filed by Navis Wealth Advisors, 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 1,856 shares
    Change vs previous 13F -3 shares

    0.62% of the 13F portfolio, value $825,400.

    13F-HR 0001951757-25-001436 filed by Navis Wealth Advisors, 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 1,859 shares
    Change vs previous 13F -149 shares

    0.5% of the 13F portfolio, value $590,530.

    13F-HR 0001951757-25-001085 filed by Navis Wealth Advisors, 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 2,008 shares
    Change vs previous 13F -180 shares

    0.51% of the 13F portfolio, value $520,393.

    13F-HR 0001951757-25-000428 filed by Navis Wealth Advisors, 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 2,188 shares
    Change vs previous 13F +405 shares

    0.97% of the 13F portfolio, value $883,602.

    13F-HR 0001951757-25-000085 filed by Navis Wealth Advisors, 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 1,783 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $466,486.

    13F-HR 0001951757-24-001118 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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