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Morling Financial Advisors, LLC → TSLA

Morling Financial Advisors, LLC TSLA Position History

Tesla, Inc.

Quarters held
10
Latest value
$852K
Q3 2026
Peak value
$3.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.8M
Q3 2025$1.1M
Q4 2025$3.8M
Q4 2025$1.1M
Q1 2026$3.1M
Q1 2026$892K
Q2 2026$3.5M
Q2 2026$1M
Q3 2026$2.8M
Q3 2026$852K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$852K2.4K——
Q3 2026$2.8M8.0K——
Q2 2026$1M2.4K——
Q2 2026$3.5M8.4K——
Q1 2026$892K2.4K——
Q1 2026$3.1M8.4K——
Q4 2025$1.1M2.4K——
Q4 2025$3.8M8.4K——
Q3 2025$1.1M2.4K——
Q3 2025$3.8M8.6K——

Other funds holding TSLA

Other Morling Financial Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$51M
VGES

VANGUARD INDEX FDS

$48.6M
STT-PG

SSGA ACTIVE ETF TR

$45.3M
STT-PG

SSGA ACTIVE ETF TR

$44.9M
STT-PG

SSGA ACTIVE ETF TR

$43.8M
VGES

VANGUARD INDEX FDS

$41.4M
VGES

VANGUARD INDEX FDS

$41.1M
STT-PG

SSGA ACTIVE ETF TR

$40.7M