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Sound View Wealth Advisors Group, LLC: TSLA position timeline

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

Sound View Wealth Advisors Group, LLC held 29,777 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,777 shares
    Change vs previous 13F -5,074 shares

    0.78% of the 13F portfolio, value $12,524,278.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors 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 34,851 shares
    Change vs previous 13F -314 shares

    0.88% of the 13F portfolio, value $12,955,923.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors 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 35,165 shares
    Change vs previous 13F +87 shares

    1.06% of the 13F portfolio, value $15,814,481.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors 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 35,078 shares
    Change vs previous 13F -138 shares

    1.07% of the 13F portfolio, value $15,599,964.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors 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 35,216 shares
    Change vs previous 13F -3,241 shares

    0.83% of the 13F portfolio, value $11,186,769.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors 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 38,457 shares
    Change vs previous 13F -6,024 shares

    0.75% of the 13F portfolio, value $9,109,048.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors 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 44,481 shares
    Change vs previous 13F +969 shares

    1.45% of the 13F portfolio, value $17,963,276.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors 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 43,512 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $11,384,089.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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