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Sequoia Financial Advisors, LLC: TSLA position timeline

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

Sequoia Financial Advisors, LLC held 144,986 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,986 shares
    Change vs previous 13F +31,090 shares

    0.3% of the 13F portfolio, value $60,981,314.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 113,896 shares
    Change vs previous 13F +4,193 shares

    0.24% of the 13F portfolio, value $42,340,694.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 109,703 shares
    Change vs previous 13F +5,709 shares

    0.28% of the 13F portfolio, value $49,335,485.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 103,994 shares
    Change vs previous 13F +3,424 shares

    0.28% of the 13F portfolio, value $46,248,035.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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/A 100,570 shares
    Change vs previous 13F +11,899 shares

    0.22% of the 13F portfolio, value $31,947,012.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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/A 88,671 shares
    Change vs previous 13F +5,739 shares

    0.18% of the 13F portfolio, value $22,980,025.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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/A 82,932 shares
    Change vs previous 13F +5,396 shares

    0.32% of the 13F portfolio, value $33,491,208.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial 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 77,536 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $20,285,782.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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