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SECURED RETIREMENT ADVISORS, LLC: TSLA position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 6,765 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,765 shares
    Change vs previous 13F -41 shares

    1.46% of the 13F portfolio, value $2,845,359.

    13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT ADVISORS, 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 6,806 shares
    Change vs previous 13F +3,352 shares

    1.43% of the 13F portfolio, value $2,530,131.

    13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT 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 ended2025-12-31
    13F 3,454 shares
    Change vs previous 13F +58 shares

    0.87% of the 13F portfolio, value $1,553,333.

    13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT 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 ended2025-09-30
    13F 3,396 shares
    Change vs previous 13F -1,110 shares

    0.84% of the 13F portfolio, value $1,510,269.

    13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT 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 ended2025-06-30
    13F 4,506 shares
    Change vs previous 13F -706 shares

    0.85% of the 13F portfolio, value $1,431,376.

    13F-HR 0001085146-25-004057 filed by SECURED RETIREMENT 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 ended2025-03-31
    13F 5,212 shares
    Change vs previous 13F +2,416 shares

    0.87% of the 13F portfolio, value $1,350,742.

    13F-HR 0001085146-25-002531 filed by SECURED RETIREMENT 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 ended2024-12-31
    13F 2,796 shares
    Change vs previous 13F +1,435 shares

    0.65% of the 13F portfolio, value $1,129,137.

    13F-HR 0001085146-25-000642 filed by SECURED RETIREMENT 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 ended2024-09-30
    13F 1,361 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $356,078.

    13F-HR 0001085146-24-005199 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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