Skip to main content

Pacific Excel Wealth Advisors, Inc.

SEC CIK
0002110884
Latest filing
Jul 6, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Pacific Excel Wealth Advisors, Inc., 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)
4,052
Value
$1.70M
% of portfolio
0.7%
Quarters held
3
Since Q4 2025
Holdings of TSLA by Pacific Excel Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,052$1.70M0.7%+2,069+104.3%AddedHolders
Q1 20261,983$737.2K0.8%+595+42.9%AddedHolders
Q4 20251,388$622.4K1.2%–No prior filingHolders