Position in TSLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,951,957
+$754,164 QoQ
Shares Held
9,396
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#1,343
of 4,245 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $4,365,253 across 3 Auto Manufacturers names. TSLA ranks #1 (90.5% of the industry book) .
All Filings in TSLA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,951,957 | 9,396 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,197,793 | 8,602 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,681,230 | 5,962 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,116,153 | 7,007 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,763,013 | 5,550 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||