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Disclosery

WCG Wealth Advisors LLC: TSLA position timeline

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

WCG Wealth Advisors LLC held 66,884 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 66,884 shares
    Change vs previous 13F -1,739 shares

    0.67% of the 13F portfolio, value $28,131,366.

    13F-HR 0001855713-26-000006 filed by WCG Wealth 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 68,623 shares
    Change vs previous 13F -575 shares

    0.71% of the 13F portfolio, value $25,510,633.

    13F-HR 0001855713-26-000004 filed by WCG Wealth 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 69,198 shares
    Change vs previous 13F +32,704 shares

    0.87% of the 13F portfolio, value $31,119,673.

    13F-HR 0001855713-26-000003 filed by WCG Wealth 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 36,494 shares
    Change vs previous 13F +18,846 shares

    1.02% of the 13F portfolio, value $16,229,387.

    13F-HR 0001855713-25-000008 filed by WCG Wealth 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 17,648 shares
    Change vs previous 13F +1,504 shares

    0.36% of the 13F portfolio, value $5,605,917.

    13F-HR 0001855713-25-000007 filed by WCG Wealth 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/A 16,144 shares
    Change vs previous 13F -2,787 shares

    0.32% of the 13F portfolio, value $4,183,746.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth 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 18,931 shares
    Change vs previous 13F -752 shares

    0.51% of the 13F portfolio, value $7,645,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth 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 19,683 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,150,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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