PATRICK M SWEENEY & ASSOCIATES, INC: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRICK M SWEENEY & ASSOCIATES, INC on TSLA, newest first. How the timeline and the estimate are built.

PATRICK M SWEENEY & ASSOCIATES, INC held 1,933 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 1,933 shares
Change vs previous 13F 0 shares
0.47% of the 13F portfolio, value $813,020.
13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,933 shares
Change vs previous 13F +121 shares
0.46% of the 13F portfolio, value $718,593.
13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,812 shares
Change vs previous 13F -35 shares
0.51% of the 13F portfolio, value $814,893.
13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,847 shares
Change vs previous 13F +45 shares
0.53% of the 13F portfolio, value $821,398.
13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,802 shares
Change vs previous 13F +64 shares
0.39% of the 13F portfolio, value $568,261.
13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,738 shares
Change vs previous 13F -98 shares
0.34% of the 13F portfolio, value $450,420.
13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,836 shares
Change vs previous 13F 0 shares
0.56% of the 13F portfolio, value $741,450.
13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,836 shares
Change vs previous 13F not available
0.35% of the 13F portfolio, value $480,353.
13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).