Position in TSLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$276,334
+$36,184 QoQ
Shares Held
657
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.93%
of 13F equity value
Holder Rank
#3,730
of 4,245 holders
Holding Since
Dec 2025
3 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 Consulting LLC holds $462,746 across 2 Auto Manufacturers names. TSLA ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
657 | $276,334 | |
| 2 | F |
Ford Motor Co
|
13,411 | $186,412 |
All Filings in TSLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,334 | 657 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $240,150 | 646 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $250,943 | 558 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||