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Principle Wealth Partners LLC: TSLA position timeline

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

Principle Wealth Partners LLC held 23,012 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 23,012 shares
    Change vs previous 13F -1,243 shares

    0.48% of the 13F portfolio, value $9,678,911.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 24,255 shares
    Change vs previous 13F +251 shares

    0.52% of the 13F portfolio, value $9,016,781.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 24,004 shares
    Change vs previous 13F +640 shares

    0.61% of the 13F portfolio, value $10,795,060.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 23,364 shares
    Change vs previous 13F +439 shares

    0.6% of the 13F portfolio, value $10,390,250.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 22,925 shares
    Change vs previous 13F +3,885 shares

    0.45% of the 13F portfolio, value $7,282,342.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 19,040 shares
    Change vs previous 13F +875 shares

    0.35% of the 13F portfolio, value $4,934,655.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 18,165 shares
    Change vs previous 13F -1,944 shares

    0.51% of the 13F portfolio, value $7,336,140.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 20,109 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,261,107.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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