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Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Heritage Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TSLA overviewAll 13F holders of TSLAFull Q2 2026 holdings

Shares (Q2 2026)
1,417
Value
$596.0K
% of portfolio
0.1%
Quarters held
12
Since Q2 2023
Holdings of TSLA by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,417$596.0K0.1%+53+3.9%AddedHolders
Q1 20261,364$507.1K0.1%+75+5.8%AddedHolders
Q4 20251,289$579.7K0.1%+58+4.7%AddedHolders
Q3 20251,231$547.5K0.1%00.0%UnchangedHolders
Q2 20251,231$391.0K<0.1%00.0%UnchangedHolders
Q1 20251,231$319.0K<0.1%+100+8.8%AddedHolders
Q4 20241,131$456.7K0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 20241,350$267.1K<0.1%+5+0.4%AddedHolders
Q1 20241,345$236.4K<0.1%−86−6.0%ReducedHolders
Q4 20231,431$355.6K0.1%+5+0.4%AddedHolders
Q3 20231,426$356.8K0.1%00.0%UnchangedHolders
Q2 20231,426$373.3K0.1%+1,426NewHolders