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Disclosery

VANCE WEALTH, LLC: TSLA position timeline

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

VANCE WEALTH, LLC held 9,656 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,656 shares
    Change vs previous 13F -51 shares

    0.92% of the 13F portfolio, value $4,061,432.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 9,707 shares
    Change vs previous 13F +460 shares

    1.04% of the 13F portfolio, value $3,608,430.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 9,247 shares
    Change vs previous 13F -659 shares

    1.24% of the 13F portfolio, value $4,158,383.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 9,906 shares
    Change vs previous 13F -365 shares

    1.35% of the 13F portfolio, value $4,405,221.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 10,271 shares
    Change vs previous 13F +372 shares

    1.1% of the 13F portfolio, value $3,262,700.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 9,899 shares
    Change vs previous 13F +496 shares

    0.96% of the 13F portfolio, value $2,565,546.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 9,403 shares
    Change vs previous 13F -831 shares

    1.47% of the 13F portfolio, value $3,797,211.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, 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 10,234 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,677,601.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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