Skip to content
Disclosery

TCFG Investment Advisors, LLC: TSLA position timeline

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

TCFG Investment Advisors, LLC held 2,133 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,133 shares
    Change vs previous 13F -2,475 shares

    0.3% of the 13F portfolio, value $896,886.

    13F-HR 0001754960-26-000554 filed by TCFG Investment 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 4,608 shares
    Change vs previous 13F +2,531 shares

    0.32% of the 13F portfolio, value $1,709,698.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 2,304 shares
    • TCFG Investment Advisors, LLC: 2,304 shares

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

  3. period ended2025-12-31
    13F 2,077 shares
    Change vs previous 13F -1,591 shares

    0.36% of the 13F portfolio, value $933,815.

    13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, 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/A 3,668 shares
    Change vs previous 13F -382 shares

    0.64% of the 13F portfolio, value $1,633,120.

    13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, 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 4,050 shares
    Change vs previous 13F +1,367 shares

    0.58% of the 13F portfolio, value $1,286,418.

    13F-HR 0001754960-25-000469 filed by TCFG WEALTH MANAGEMENT, 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 2,683 shares
    Change vs previous 13F +43 shares

    0.35% of the 13F portfolio, value $695,241.

    13F-HR 0001754960-25-000209 filed by TCFG WEALTH MANAGEMENT, 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 2,640 shares
    Change vs previous 13F -95 shares

    0.54% of the 13F portfolio, value $1,066,004.

    13F-HR 0001754960-25-000085 filed by TCFG WEALTH MANAGEMENT, 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 2,735 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $715,472.

    13F-HR 0001754960-24-000492 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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