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Disclosery

Naviter Wealth, LLC: TSLA position timeline

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

Naviter Wealth, LLC held 25,926 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,926 shares
    Change vs previous 13F -1,250 shares

    0.99% of the 13F portfolio, value $10,904,307.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 27,176 shares
    Change vs previous 13F -1,813 shares

    1.26% of the 13F portfolio, value $10,102,529.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 28,989 shares
    Change vs previous 13F -1,688 shares

    1.7% of the 13F portfolio, value $13,036,933.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 30,677 shares
    Change vs previous 13F +1,014 shares

    1.59% of the 13F portfolio, value $13,642,675.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 29,663 shares
    Change vs previous 13F +54 shares

    1.16% of the 13F portfolio, value $9,422,749.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 29,609 shares
    Change vs previous 13F +3,434 shares

    0.95% of the 13F portfolio, value $7,803,452.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 26,175 shares
    Change vs previous 13F -1,838 shares

    1.27% of the 13F portfolio, value $10,570,512.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 28,013 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $7,329,041.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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