HERITAGE OAK WEALTH ADVISORS LLC TSLA — TESLA INC

Ownership history in HERITAGE OAK WEALTH ADVISORS LLC  ·  7 quarters on record

AI Ownership Summary

HERITAGE OAK WEALTH ADVISORS LLC reported TESLA INC (TSLA) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.43% in 2024 Q3. The latest visible filing shows TSLA at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TSLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HERITAGE OAK WEALTH ADVISORS LLC's position in TESLA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TSLA was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSLA stock page HERITAGE OAK WEALTH ADVISORS LLC fund profile HERITAGE OAK WEALTH ADVISORS LLC full holdings
How HERITAGE OAK WEALTH ADVISORS LLC held TSLA — position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,424 -40 -2.7% 0.17% $529K 2026-04-24 $376.30
2025 Q4 REDUCED 44.4% -17.3% ✅ 1,464 -1,169 -44.4% 0.24% $658K 2026-01-21 $431.44
2025 Q3 ADDED — — — 2,633 +1,395 +112.7% 0.43% $1.2M 2025-10-20 $447.43
2025 Q2 ADDED — — — 1,238 +284 +29.8% 0.15% $393K 2025-07-15 $310.78
2025 Q1 ADDED — — — 954 +73 +8.3% 0.11% $247K 2025-04-28 $285.88
2024 Q4 REDUCED 75.2% -35.8% ✅ 881 -2,672 -75.2% 0.17% $356K 2025-02-05 $378.17
2024 Q3 INITIATED — — — 3,553 — — 0.43% $930K 2024-10-23 $213.65

🏢 Other funds also holding TSLA

As of 2026 Q1 — sorted by position size

Neumann Advisory Hong Kong Ltd 3Y 7Y 76.09% Sloy Dahl & Holst, LLC 3Y 51.89% Aspiring Ventures, LLC 49.46% Halter Ferguson Financial Inc. 47.35% Thiel Macro LLC 3Y 38.83% Prime Capital Management Co Ltd 3Y 7Y 30.03% NIGHTVIEW CAPITAL, LLC 3Y 7Y 28.23% Tao Capital Management LP 3Y 26.98% WIM INVESTMENT MANAGEMENT Ltd 26.8% SYMMETRY PEAK MANAGEMENT LLC 3Y 7Y 21.77%

FAQ About HERITAGE OAK WEALTH ADVISORS LLC and TSLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has HERITAGE OAK WEALTH ADVISORS LLC reported owning TSLA?

HERITAGE OAK WEALTH ADVISORS LLC reported TSLA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported TSLA position in HERITAGE OAK WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for TSLA was 0.43% in 2024 Q3.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2026 Q1, when HERITAGE OAK WEALTH ADVISORS LLC reported 1,424 shares, equal to 0.17% of portfolio, with an estimated market value of $529K.

What does the chart on this TSLA ownership page compare?

The chart compares HERITAGE OAK WEALTH ADVISORS LLC's quarterly TSLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HERITAGE OAK WEALTH ADVISORS LLC time their TSLA position?

Based on 13F filing dates vs. subsequent TSLA price moves, HERITAGE OAK WEALTH ADVISORS LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on TSLA relative to SPY over the holding period was +25.2%.

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