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Disclosery

Summit Financial, LLC: TSLA position timeline

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

Summit Financial, LLC held 104,547 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,547 shares
    Change vs previous 13F +4,945 shares

    0.48% of the 13F portfolio, value $43,972,397.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 99,602 shares
    Change vs previous 13F -992 shares

    0.47% of the 13F portfolio, value $37,027,210.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 100,594 shares
    Change vs previous 13F +4,338 shares

    0.66% of the 13F portfolio, value $45,239,075.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 96,256 shares
    Change vs previous 13F +53,114 shares

    0.65% of the 13F portfolio, value $42,806,955.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 43,142 shares
    Change vs previous 13F +14,860 shares

    0.31% of the 13F portfolio, value $13,704,329.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 28,282 shares
    Change vs previous 13F +2,087 shares

    0.21% of the 13F portfolio, value $7,329,602.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 26,195 shares
    Change vs previous 13F +450 shares

    0.37% of the 13F portfolio, value $10,578,650.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 25,745 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,735,597.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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