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SAX WEALTH ADVISORS, LLC: TSLA position timeline

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

SAX WEALTH ADVISORS, LLC held 16,323 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 16,323 shares
    Change vs previous 13F +9,561 shares

    0.17% of the 13F portfolio, value $5,791,543.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,762 shares
    Change vs previous 13F +1,712 shares

    0.1% of the 13F portfolio, value $2,513,656.

    13F-HR 0001846150-26-000007 filed by SAX 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 5,050 shares
    Change vs previous 13F -210 shares

    0.11% of the 13F portfolio, value $2,271,060.

    13F-HR 0001846150-26-000005 filed by SAX 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 5,260 shares
    Change vs previous 13F +181 shares

    0.11% of the 13F portfolio, value $2,365,501.

    13F-HR 0001846150-26-000002 filed by SAX 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 5,079 shares
    Change vs previous 13F +284 shares

    0.12% of the 13F portfolio, value $2,258,707.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,795 shares
    Change vs previous 13F +1,373 shares

    0.09% of the 13F portfolio, value $1,523,161.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,422 shares
    Change vs previous 13F +453 shares

    0.06% of the 13F portfolio, value $886,875.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,969 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,198,841.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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