Summit Financial, LLC

Position in TSLA — Tesla, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in TSLA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$43,972,468

+$6,945,425 QoQ

Shares Held

104,547

+5.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#447

of 4,245 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial, LLC holds $55,985,737 across 4 Auto Manufacturers names. TSLA ranks #1 (78.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	104,547	$43,972,468
2	GM	General Motors Co	130,696	$10,074,047
3	F	Ford Motor Co	98,507	$1,369,247
4	RACE	Ferrari N.V.	1,531	$569,975

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,972,468	104,547	+5.0%	Shares	Sole	2026-08-12
2026-03-31	$37,027,043	99,602	-1.0%	Shares	Sole	2026-05-15
2025-12-31	$45,239,133	100,594	+4.5%	Shares	Sole	2026-02-13
2025-09-30	$42,806,968	96,256	+123.1%	Shares	Sole	2025-11-14
2025-06-30	$13,704,487	43,142	+52.5%	Shares	Sole	2025-08-13
2025-03-31	$7,329,563	28,282	+8.0%	Shares	Sole	2025-05-14
2024-12-31	$10,578,588	26,195	+1.7%	Shares	Sole	2025-02-12
2024-09-30	$6,735,664	25,745	+11.4%	Shares	Sole	2024-11-12
2024-06-30	$4,572,017	23,105	+18.9%	Shares	Sole	2024-07-31
2024-03-31	$3,414,896	19,426	-14.4%	Shares	Sole	2024-04-24
2023-12-31	$5,640,496	22,700	-3.3%	Shares	Sole	2024-02-06
2023-09-30	$5,873,914	23,475	-9.7%	Shares	Sole	2023-11-07
2023-06-30	$6,804,711	25,995	-6.0%	Shares	Sole	2023-08-11
2023-03-31	$5,734,194	27,640	+20.6%	Shares	Sole	2023-05-03
2022-12-31	$2,823,039	22,918	+2.5%	Shares	Sole	2023-02-07
2022-09-30	$5,929,929	22,356	+248.7%	Shares	Sole	2022-11-15
2022-06-30	$4,317,968	6,412	+3.5%	Shares	Sole	2022-08-12
2022-03-31	$6,676,809	6,196	+3.2%	Shares	Sole	2022-05-10
2021-12-31	$6,347,020	6,006	+0.1%	Shares	Sole	2022-02-07
2021-09-30	$4,653,654	6,001	+43.3%	Shares	Sole	2021-11-08
2021-06-30	$2,845,904	4,187	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.