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
Download as csvQuarterly 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 |
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