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Disclosery

waypoint wealth counsel: TSLA position timeline

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

waypoint wealth counsel held 1,075 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,075 shares
    Change vs previous 13F -782 shares

    0.28% of the 13F portfolio, value $452,146.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 1,857 shares
    Change vs previous 13F -1,219 shares

    0.36% of the 13F portfolio, value $690,341.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 3,076 shares
    Change vs previous 13F +141 shares

    0.51% of the 13F portfolio, value $1,383,340.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 2,935 shares
    Change vs previous 13F +226 shares

    0.52% of the 13F portfolio, value $1,305,255.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 2,709 shares
    Change vs previous 13F +629 shares

    0.43% of the 13F portfolio, value $860,542.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 2,080 shares
    Change vs previous 13F +182 shares

    0.34% of the 13F portfolio, value $539,054.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 1,898 shares
    Change vs previous 13F +122 shares

    0.5% of the 13F portfolio, value $766,490.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 1,776 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $464,656.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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