Ownership history in EverSource Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in TESLA INC COM (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 81,124 | +3,608 | +4.7% | 1.34% | $36.5M | $449.72 |
| 2025 Q3 | REDUCED | 77,516 | -817 | -1.0% | 1.36% | $34.5M | $444.72 |
| 2025 Q2 | ADDED | 78,333 | +803 | +1.0% | 1.12% | $24.9M | $317.66 |
| 2025 Q1 | ADDED | 77,530 | +3,959 | +5.4% | 1.10% | $20.1M | $259.16 |
| 2024 Q4 | ADDED | 73,571 | +287 | +0.4% | 1.67% | $29.7M | $403.84 |
| 2024 Q3 | ADDED | 73,284 | +1,093 | +1.5% | 1.21% | $19.2M | $261.63 |
| 2024 Q2 | ADDED | 72,191 | +54,268 | +302.8% | 1.11% | $16.8M | $197.88 |
| 2024 Q1 | UNCHANGED | 17,923 | — | 0% | 0.41% | $4.5M | $175.79 |
| 2023 Q4 | ADDED | 17,923 | +716 | +4.2% | 0.41% | $4.5M | $248.48 |
| 2023 Q3 | ADDED | 17,207 | +3,540 | +25.9% | 0.46% | $4.3M | $250.22 |
As of 2025 Q4 — sorted by position size