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Disclosery

Signify Wealth: TSLA position timeline

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

Signify Wealth held 14,342 TSLA shares at 2024-12-31 per its 13F-HR filed 2025-02-06.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 14,342 shares
    Change vs previous 13F +215 shares

    6.54% of the 13F portfolio, value $5,791,873.

    13F-HR 0001769062-25-000002 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 14,127 shares
    Change vs previous 13F -1,538 shares

    4.53% of the 13F portfolio, value $3,696,047.

    13F-HR 0001769062-24-000006 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 15,665 shares
    Change vs previous 13F -24 shares

    4.46% of the 13F portfolio, value $3,099,790.

    13F-HR 0001769062-24-000003 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 15,689 shares
    Change vs previous 13F -4,871 shares

    4.57% of the 13F portfolio, value $2,757,969.

    13F-HR 0001769062-24-000002 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 20,560 shares
    Change vs previous 13F -657 shares

    7.7% of the 13F portfolio, value $5,108,749.

    13F-HR 0001769062-24-000001 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 21,217 shares
    Change vs previous 13F -1,779 shares

    7.14% of the 13F portfolio, value $5,308,918.

    13F-HR 0001769062-23-000005 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 22,996 shares
    Change vs previous 13F +1,773 shares

    5.19% of the 13F portfolio, value $6,019,663.

    13F-HR 0001769062-23-000004 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 21,223 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $4,402,924.

    13F-HR 0001769062-23-000003 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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