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Kestra Advisory Services, LLC: TSLA position timeline

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

Kestra Advisory Services, LLC held 515,791 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 515,791 shares
    Change vs previous 13F +38,252 shares

    0.48% of the 13F portfolio, value $216,941,646.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 184,231 shares
    • Kestra Advisory Services, LLC: 321,351 shares
    • Kestra Investment Management, LLC: 10,209 shares

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

  2. period ended2026-03-31
    13F 477,539 shares
    Change vs previous 13F +29,975 shares

    0.44% of the 13F portfolio, value $177,525,328.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 177,956 shares
    • Kestra Advisory Services, LLC: 289,105 shares
    • Kestra Investment Management, LLC: 10,478 shares

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

  3. period ended2025-12-31
    13F 447,564 shares
    Change vs previous 13F +14,256 shares

    0.55% of the 13F portfolio, value $201,278,674.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 178,324 shares
    • Kestra Advisory Services, LLC: 260,508 shares
    • Kestra Investment Management, LLC: 8,732 shares

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

  4. period ended2025-09-30
    13F 433,308 shares
    Change vs previous 13F +445 shares

    0.58% of the 13F portfolio, value $192,700,543.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 178,566 shares
    • Kestra Advisory Services, LLC: 246,214 shares
    • Kestra Investment Management, LLC: 8,528 shares

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

  5. period ended2025-06-30
    13F/A 432,863 shares
    Change vs previous 13F +14,587 shares

    0.45% of the 13F portfolio, value $137,503,105.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 179,033 shares
    • Kestra Advisory Services, LLC: 246,514 shares
    • Kestra Investment Management, LLC: 7,316 shares

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

  6. period ended2025-03-31
    13F/A 418,276 shares
    Change vs previous 13F -7,788 shares

    0.36% of the 13F portfolio, value $108,400,409.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 176,034 shares
    • Kestra Advisory Services, LLC: 232,161 shares
    • Kestra Investment Management, LLC: 10,081 shares

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

  7. period ended2024-12-31
    13F 426,064 shares
    Change vs previous 13F +5,618 shares

    0.64% of the 13F portfolio, value $172,061,686.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 168,949 shares
    • Kestra Advisory Services, LLC: 251,432 shares
    • Kestra Investment Management, LLC: 5,683 shares

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

  8. period ended2024-09-30
    13F 420,446 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $110,017,446.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 173,543 shares
    • Kestra Advisory Services, LLC: 243,559 shares
    • Kestra Investment Management, LLC: 3,344 shares

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