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Disclosery

FIDELIS iM, LLC: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDELIS iM, LLC on TSLA, newest first. How the timeline and the estimate are built.

FIDELIS iM, LLC held 5,143 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,143 shares
    Change vs previous 13F -50 shares

    0.74% of the 13F portfolio, value $2,163,146.

    13F-HR 0001894206-26-000003 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,193 shares
    Change vs previous 13F -40 shares

    0.73% of the 13F portfolio, value $1,930,498.

    13F-HR 0001894206-26-000002 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,233 shares
    Change vs previous 13F +5,233 shares

    0.91% of the 13F portfolio, value $2,353,385.

    13F-HR 0001894206-26-000001 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -5,193 shares

    13F-HR 0001894206-25-000008 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 5,193 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,649,608.

    13F-HR 0001894206-25-000005 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,193 shares
    Change vs previous 13F +190 shares

    0.62% of the 13F portfolio, value $1,345,000.

    13F-HR 0001894206-25-000002 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,003 shares
    Change vs previous 13F -3,687 shares

    0.99% of the 13F portfolio, value $2,020,000.

    13F-HR 0001894206-25-000001 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,690 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,273,000.

    13F-HR 0001894206-24-000006 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).