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Portus Wealth Advisors, LLC: TSLA position timeline

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

Portus Wealth Advisors, LLC held 2,991 TSLA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,991 shares
    Change vs previous 13F +9 shares

    0.87% of the 13F portfolio, value $1,061,229.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,982 shares
    Change vs previous 13F +21 shares

    1.03% of the 13F portfolio, value $1,254,220.

    13F-HR 0002097516-26-000006 filed by Portus 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 ended2026-03-31
    13F 2,961 shares
    Change vs previous 13F -185 shares

    1.04% of the 13F portfolio, value $1,100,744.

    13F-HR 0002097516-26-000005 filed by Portus 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 ended2025-12-31
    13F 3,146 shares
    Change vs previous 13F +45 shares

    1.33% of the 13F portfolio, value $1,414,810.

    13F-HR 0002097516-26-000001 filed by Portus 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 ended2025-09-30
    13F 3,101 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,379,077.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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