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Tesla Motors shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Tesla Motors (TSLA) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Tesla Motors

Tip: Access up to 7 years of quarterly data

All positions including Tesla Motors held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tesla Motors by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 739 444.72
2025-06-30 $217k 683 317.66
2024-12-31 $311k 771 403.84
2023-09-30 $204k 817 250.22
2023-06-30 $216k 826 261.77

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Tesla Motors

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Jane Street
Citadel Advisors
Geode Capital Management
Jpmorgan Chase & Co
Capital World Investors
Morgan Stanley
Goldman Sachs Group
FMR
Northern Trust
Barclays
Belvedere Trading

View all funds holding Tesla Motors