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Disclosery

Advisor OS, LLC: TSLA position timeline

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

Advisor OS, LLC held 10,955 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,955 shares
    Change vs previous 13F -126 shares

    0.31% of the 13F portfolio, value $4,607,673.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 11,081 shares
    Change vs previous 13F +1,955 shares

    0.3% of the 13F portfolio, value $4,119,364.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 9,126 shares
    Change vs previous 13F +199 shares

    0.33% of the 13F portfolio, value $4,104,144.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 8,927 shares
    Change vs previous 13F +184 shares

    0.34% of the 13F portfolio, value $3,970,016.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 8,743 shares
    Change vs previous 13F +2,061 shares

    0.27% of the 13F portfolio, value $2,777,302.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 6,682 shares
    Change vs previous 13F -548 shares

    0.2% of the 13F portfolio, value $1,731,707.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 7,230 shares
    Change vs previous 13F +1,097 shares

    0.34% of the 13F portfolio, value $2,919,764.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 6,133 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,604,578.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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