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Portside Wealth Group, LLC: TSLA position timeline

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

Portside Wealth Group, LLC held 25,949 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,949 shares
    Change vs previous 13F +852 shares

    1.27% of the 13F portfolio, value $10,914,304.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 25,097 shares
    Change vs previous 13F +2,209 shares

    1.27% of the 13F portfolio, value $9,329,810.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 22,888 shares
    Change vs previous 13F +4,118 shares

    1.39% of the 13F portfolio, value $10,293,191.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 18,770 shares
    Change vs previous 13F +1,543 shares

    1.16% of the 13F portfolio, value $8,347,395.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 17,227 shares
    Change vs previous 13F +1,601 shares

    0.81% of the 13F portfolio, value $5,472,329.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 15,626 shares
    Change vs previous 13F +414 shares

    0.66% of the 13F portfolio, value $4,049,634.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 15,212 shares
    Change vs previous 13F +1,412 shares

    1.02% of the 13F portfolio, value $6,143,214.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 13,800 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,610,494.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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