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Waverly Advisors, LLC: TSLA position timeline

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

Waverly Advisors, LLC held 58,174 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 58,174 shares
    Change vs previous 13F -7,973 shares

    0.14% of the 13F portfolio, value $24,467,966.

    13F-HR 0001398344-26-014582 filed by Waverly 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 66,147 shares
    Change vs previous 13F +9,030 shares

    0.18% of the 13F portfolio, value $24,590,162.

    13F-HR 0001398344-26-009223 filed by Waverly 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 57,117 shares
    Change vs previous 13F +7,993 shares

    0.21% of the 13F portfolio, value $25,686,661.

    13F-HR 0001398344-26-003224 filed by Waverly 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 49,124 shares
    Change vs previous 13F +741 shares

    0.22% of the 13F portfolio, value $21,846,429.

    13F-HR 0001398344-25-020944 filed by Waverly 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 48,383 shares
    Change vs previous 13F +1,117 shares

    0.17% of the 13F portfolio, value $15,369,346.

    13F-HR 0001398344-25-015429 filed by Waverly 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 47,266 shares
    Change vs previous 13F +6,960 shares

    0.15% of the 13F portfolio, value $12,249,520.

    13F-HR 0001398344-25-009517 filed by Waverly 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 40,306 shares
    Change vs previous 13F +4,726 shares

    0.25% of the 13F portfolio, value $16,277,083.

    13F-HR 0001398344-25-002762 filed by Waverly 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 35,580 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,308,699.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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