TESLA INC · CUSIP 88160R101 · CIK 1844709
As of 2026-06-30, San Luis Wealth Advisors LLC reported 29.33K TSLA (shares), valued at $12.34M, or 1.86% of its reported non-derivative portfolio. Filed 2026-07-16.
Verify history & sources →Shares increased 16.89%; reported value increased 32.25%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.86% | 29,332 | SEC filing ↗Filed Jul 16, 2026 |
| Q1 2026 | 1.54% | 25,093 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 1.66% | 22,101 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 1.91% | 23,770 | SEC filing ↗Filed Nov 18, 2025Amended |
| Q2 2025 | 1.59% | 23,273 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 0.72% | 12,324 | SEC filing ↗Filed Apr 18, 2025Amended |
| Q4 2024 | 0.90% | 11,798 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 0.64% | 11,786 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 0.55% | 11,584 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 1.11% | 11,988 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 2.42% | 23,038 | SEC filing ↗Filed Jan 17, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.42% | 23,038 | $5.72M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 1.11% | 11,988 | $2.11M | Shares decreased 47.96%; reported value decreased 63.19%, and weight changed -1.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 0.55% | 11,584 | $2.29M | Shares decreased 3.37%; reported value increased 8.78%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 0.64% | 11,786 | $3.08M | Shares increased 1.74%; reported value increased 34.55%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 0.90% | 11,798 | $4.76M | Shares increased 0.10%; reported value increased 54.47%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 0.72% | 12,324 | $3.19M | Shares increased 4.46%; reported value decreased 32.96%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2025 |
| Q2 2025 | 1.59% | 23,273 | $7.39M | Shares increased 88.84%; reported value increased 131.47%, and weight changed +0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 1.91% | 23,770 | $10.57M | Shares increased 2.14%; reported value increased 42.99%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 18, 2025 |
| Q4 2025 | 1.66% | 22,101 | $9.94M | Shares decreased 7.02%; reported value decreased 5.98%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 1.54% | 25,093 | $9.33M | Shares increased 13.54%; reported value decreased 6.15%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 1.86% | 29,332 | $12.34M | Shares increased 16.89%; reported value increased 32.25%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2026 |
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