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Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Morris Retirement Advisors, LLC, 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)
551
Value
$231.8K
% of portfolio
0.1%
Quarters held
11
Since Q1 2023
Holdings of TSLA by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026551$231.8K0.1%−1,318−70.5%ReducedHolders
Q1 20261,869$694.7K0.3%+134+7.7%AddedHolders
Q4 20251,735$780.1K0.3%+123+7.6%AddedHolders
Q3 20251,612$716.9K0.3%−523−24.5%ReducedHolders
Q2 20252,135$678.2K0.3%+2,135NewHolders
Q1 20250$00.0%−1,272−100.0%Sold outHolders
Q4 20241,272$513.6K0.3%+1,272NewHolders
Q2 20240$00.0%−1,974−100.0%Sold outHolders
Q1 20241,974$347.1K0.2%−1,701−46.3%ReducedHolders
Q4 20233,675$913.2K0.6%−1,164−24.1%ReducedHolders
Q3 20234,839$1.21M0.9%+2,825+140.3%AddedHolders
Q2 20232,014$527.2K0.4%−617−23.5%ReducedHolders
Q1 20232,631$545.8K0.4%+2,631NewHolders