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Diversify Advisory Services, LLC: TSLA position timeline

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

Diversify Advisory Services, LLC held 142,952 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,952 shares
    Change vs previous 13F +60,530 shares

    0.37% of the 13F portfolio, value $44,203,648.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 71,476 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 71,476 shares

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

  2. period ended2026-03-31
    13F 82,422 shares
    Change vs previous 13F +20,953 shares

    0.49% of the 13F portfolio, value $30,726,984.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,994 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 64,428 shares

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

  3. period ended2025-12-31
    13F 61,469 shares
    Change vs previous 13F +17,908 shares

    0.51% of the 13F portfolio, value $27,070,478.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 43,158 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,311 shares

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

  4. period ended2025-09-30
    13F 43,561 shares
    Change vs previous 13F +2,209 shares

    0.43% of the 13F portfolio, value $20,402,768.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 31,936 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,625 shares

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

  5. period ended2025-06-30
    13F 41,352 shares
    Change vs previous 13F +1,037 shares

    0.33% of the 13F portfolio, value $14,094,419.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 29,264 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,088 shares

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

  6. period ended2025-03-31
    13F 40,315 shares
    Change vs previous 13F -16,799 shares

    0.4% of the 13F portfolio, value $11,773,362.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,964 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,351 shares

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

  7. period ended2024-12-31
    13F 57,114 shares
    Change vs previous 13F +2,019 shares

    0.73% of the 13F portfolio, value $22,544,944.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 32,164 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,950 shares

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

  8. period ended2024-09-30
    13F 55,095 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $11,904,927.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 31,017 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,078 shares

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