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New Insight Wealth Advisors: TSLA position timeline

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

New Insight Wealth Advisors held 14,972 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,972 shares
    Change vs previous 13F -1,048 shares

    1.86% of the 13F portfolio, value $6,297,223.

    13F-HR 0002022328-26-000003 filed by New Insight 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 16,020 shares
    Change vs previous 13F +18 shares

    2.14% of the 13F portfolio, value $5,955,435.

    13F-HR 0002022328-26-000002 filed by New Insight 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 16,002 shares
    Change vs previous 13F -3,735 shares

    2.57% of the 13F portfolio, value $7,196,419.

    13F-HR 0002022328-26-000001 filed by New Insight 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 19,737 shares
    Change vs previous 13F -1,260 shares

    3.3% of the 13F portfolio, value $8,777,439.

    13F-HR 0002085853-25-000189 filed by New Insight 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 20,997 shares
    Change vs previous 13F -1,724 shares

    2.74% of the 13F portfolio, value $6,669,907.

    13F-HR 0001667731-25-000846 filed by New Insight 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 22,721 shares
    Change vs previous 13F +891 shares

    2.67% of the 13F portfolio, value $5,888,374.

    13F-HR 0001667731-25-000559 filed by New Insight 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 21,830 shares
    Change vs previous 13F -10,165 shares

    4.42% of the 13F portfolio, value $8,815,827.

    13F-HR 0001667731-25-000218 filed by New Insight 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 31,995 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $8,370,852.

    13F-HR 0002022328-24-000002 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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