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Straight Path Wealth Management: TSLA position timeline

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

Straight Path Wealth Management held 118,395 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,395 shares
    Change vs previous 13F -40 shares

    11.64% of the 13F portfolio, value $49,796,937.

    13F-HR 0002085853-26-000879 filed by Straight Path Wealth Management
    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 118,435 shares
    Change vs previous 13F +254 shares

    11.76% of the 13F portfolio, value $44,028,211.

    13F-HR 0002085853-26-000459 filed by Straight Path Wealth Management
    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 118,181 shares
    Change vs previous 13F +1,004 shares

    14.33% of the 13F portfolio, value $53,148,359.

    13F-HR 0002085853-26-000240 filed by Straight Path Wealth Management
    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 117,177 shares
    Change vs previous 13F +24 shares

    14.54% of the 13F portfolio, value $52,110,955.

    13F-HR 0002085853-25-000211 filed by Straight Path Wealth Management
    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 117,153 shares
    Change vs previous 13F +199 shares

    12.63% of the 13F portfolio, value $37,214,822.

    13F-HR 0001667731-25-000999 filed by Straight Path Wealth Management
    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 116,954 shares
    Change vs previous 13F +31 shares

    12.26% of the 13F portfolio, value $30,309,799.

    13F-HR 0001667731-25-000546 filed by Straight Path Wealth Management
    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 116,923 shares
    Change vs previous 13F -5,420 shares

    18.68% of the 13F portfolio, value $47,218,184.

    13F-HR 0001667731-25-000214 filed by Straight Path Wealth Management
    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 122,343 shares
    Change vs previous 13F not available

    13.79% of the 13F portfolio, value $32,008,599.

    13F-HR 0001902506-24-000004 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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