Wealth Group, Ltd.: TSLA position timeline

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

Wealth Group, Ltd. held 2,241 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 2,241 shares
Change vs previous 13F +1,480 shares
0.24% of the 13F portfolio, value $943,000.
13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 761 shares
Change vs previous 13F 0 shares
0.26% of the 13F portfolio, value $283,000.
13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 761 shares
Change vs previous 13F -115 shares
0.33% of the 13F portfolio, value $342,000.
13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 876 shares
Change vs previous 13F not available
0.28% of the 13F portfolio, value $278,000.
13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
Filed 2025-08-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).