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Disclosery

Summit Financial Strategies, Inc.: TSLA position timeline

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

Summit Financial Strategies, Inc. held 10,603 TSLA shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,603 shares
    Change vs previous 13F +492 shares

    0.26% of the 13F portfolio, value $3,762,181.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,111 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $4,252,653.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,110 shares
    Change vs previous 13F +53 shares

    0.3% of the 13F portfolio, value $3,758,549.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,057 shares
    Change vs previous 13F -167 shares

    0.37% of the 13F portfolio, value $4,523,023.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,224 shares
    Change vs previous 13F -474 shares

    0.39% of the 13F portfolio, value $4,546,817.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,698 shares
    Change vs previous 13F +432 shares

    0.31% of the 13F portfolio, value $3,398,327.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,266 shares
    Change vs previous 13F -506 shares

    0.27% of the 13F portfolio, value $2,660,581.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,772 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,350,359.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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