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Wealthspire Advisors, LLC: TSLA position timeline

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

Wealthspire Advisors, LLC held 104,461 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,461 shares
    Change vs previous 13F +11,476 shares

    0.24% of the 13F portfolio, value $43,936,257.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 92,985 shares
    Change vs previous 13F +34,274 shares

    0.27% of the 13F portfolio, value $34,567,220.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 58,711 shares
    Change vs previous 13F +17,178 shares

    0.21% of the 13F portfolio, value $26,403,397.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 41,533 shares
    Change vs previous 13F +1,277 shares

    0.1% of the 13F portfolio, value $18,470,774.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 40,256 shares
    Change vs previous 13F +5,166 shares

    0.07% of the 13F portfolio, value $12,787,578.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 35,090 shares
    Change vs previous 13F +832 shares

    0.05% of the 13F portfolio, value $9,093,885.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 34,258 shares
    Change vs previous 13F +8,890 shares

    0.14% of the 13F portfolio, value $13,834,916.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 25,368 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,637,087.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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