Position in TSLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,424,338
+$467,075 QoQ
Shares Held
5,764
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,669
of 4,244 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $2,591,138 across 2 Auto Manufacturers names. TSLA ranks #1 (93.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
5,764 | $2,424,338 | |
| 2 | F |
Ford Motor Co
|
12,000 | $166,800 |
All Filings in TSLA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,424,338 | 5,764 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,957,263 | 5,265 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $2,307,963 | 5,132 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,369,023 | 5,327 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,557,486 | 4,903 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $1,183,324 | 4,566 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,702,589 | 4,216 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,092,566 | 4,176 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $828,919 | 4,189 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $753,435 | 4,286 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,025,476 | 4,127 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,070,190 | 4,277 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,119,590 | 4,277 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $888,551 | 4,283 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $393,929 | 3,198 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $323,074 | 1,218 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $273,408 | 406 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $418,108 | 388 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $399,462 | 378 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $293,131 | 378 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $245,371 | 361 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $214,405 | 321 | Shares | Sole | 2021-04-23 | |
| 2020-09-30 | $219,224 | 511 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||