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Summit Financial Wealth Advisors, LLC: TSLA position timeline

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

Summit Financial Wealth Advisors, LLC held 5,764 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,764 shares
    Change vs previous 13F +499 shares

    0.31% of the 13F portfolio, value $2,424,338.

    13F-HR 0001172661-26-002625 filed by Summit Financial Wealth Advisors, 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 5,265 shares
    Change vs previous 13F +133 shares

    0.28% of the 13F portfolio, value $1,957,264.

    13F-HR 0001172661-26-002435 filed by Summit Financial Wealth Advisors, 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 5,132 shares
    Change vs previous 13F -195 shares

    0.33% of the 13F portfolio, value $2,307,963.

    13F-HR 0001172661-26-000332 filed by Summit Financial Wealth Advisors, 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 5,327 shares
    Change vs previous 13F +424 shares

    0.38% of the 13F portfolio, value $2,447,543.

    13F-HR 0001172661-25-004158 filed by Summit Financial Wealth Advisors, 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 4,903 shares
    Change vs previous 13F +337 shares

    0.28% of the 13F portfolio, value $1,557,487.

    13F-HR 0001172661-25-004143 filed by Summit Financial Wealth Advisors, 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 4,566 shares
    Change vs previous 13F +350 shares

    0.23% of the 13F portfolio, value $1,183,325.

    13F-HR 0001172661-25-001872 filed by Summit Financial Wealth Advisors, 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 4,216 shares
    Change vs previous 13F +40 shares

    0.32% of the 13F portfolio, value $1,617,595.

    13F-HR 0001172661-25-000740 filed by Summit Financial Wealth Advisors, 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 4,176 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,092,567.

    13F-HR 0001172661-24-004611 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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