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ProVise Management Group, LLC: TSLA position timeline

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

ProVise Management Group, LLC held 6,248 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 6,248 shares
    Change vs previous 13F -19 shares

    0.18% of the 13F portfolio, value $2,627,909.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 6,267 shares
    Change vs previous 13F -28 shares

    0.17% of the 13F portfolio, value $2,329,757.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 6,295 shares
    Change vs previous 13F +860 shares

    0.2% of the 13F portfolio, value $2,830,987.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 5,435 shares
    Change vs previous 13F -33 shares

    0.18% of the 13F portfolio, value $2,417,053.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 5,468 shares
    Change vs previous 13F +226 shares

    0.14% of the 13F portfolio, value $1,736,965.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 5,242 shares
    Change vs previous 13F +170 shares

    0.12% of the 13F portfolio, value $1,358,517.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 5,072 shares
    Change vs previous 13F -243 shares

    0.18% of the 13F portfolio, value $2,048,276.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 5,315 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,390,563.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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