Skip to content
Disclosery

Phoenix Wealth Advisors: TSLA position timeline

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

Phoenix Wealth Advisors held 1,256 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,256 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $528,274.

    13F-HR 0001842362-26-000005 filed by Phoenix 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 1,255 shares
    Change vs previous 13F -50 shares

    0.18% of the 13F portfolio, value $466,546.

    13F-HR 0001842362-26-000003 filed by Phoenix 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 1,305 shares
    Change vs previous 13F +13 shares

    0.23% of the 13F portfolio, value $586,885.

    13F-HR 0001842362-26-000001 filed by Phoenix 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 1,292 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $574,578.

    13F-HR 0001842362-25-000007 filed by Phoenix 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 1,290 shares
    Change vs previous 13F -20 shares

    0.17% of the 13F portfolio, value $409,781.

    13F-HR 0001842362-25-000004 filed by Phoenix 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 1,310 shares
    Change vs previous 13F -503 shares

    0.15% of the 13F portfolio, value $339,500.

    13F-HR 0001842362-25-000003 filed by Phoenix 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 1,813 shares
    Change vs previous 13F -52 shares

    0.32% of the 13F portfolio, value $732,162.

    13F-HR 0001842362-25-000001 filed by Phoenix 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 1,865 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $487,940.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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