SEC 13F Intelligence

Northwest Financial Advisors / TSLA

Northwest Financial Advisors’s Tesla Inc Position

Does Northwest Financial Advisors own Tesla Inc (TSLA)? Not currently — the last reported position was 2.4K shares worth $1M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2025
Shares
2.4K
% of Portfolio
+1.38%
Quarters Held
8
position exited

Position History TSLA

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $503,814Q1 ’24Q2 ’24: $548,524Q2 ’24Q3 ’24: $719,221Q3 ’24Q4 ’24: $964,774Q4 ’24Q1 ’25: $626,908Q1 ’25Q2 ’25: $765,243Q2 ’25Q3 ’25: $1MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20252.4K$1M+1.38%
Q2 20252.4K$765,243+1.07%
Q1 20252.4K$626,908+0.52%
Q4 20242.4K$964,774+0.80%
Q3 20242.7K$719,221+0.57%
Q2 20242.8K$548,524+0.56%
Q1 20242.9K$503,814+0.55%
Q4 20235.0K$1M+1.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest Financial Advisors’s full portfolio or all institutional holders of TSLA.