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Tesla Motors shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors investment in Tesla Motors

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

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Quarterly reported holdings in Tesla Motors by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 2.6k 444.72
2025-06-30 $393k 1.2k 317.66
2025-03-31 $247k 954 259.16
2024-12-31 $356k 881 403.84
2024-09-30 $930k 3.6k 261.65