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Summit Trail Advisors, LLC: TSLA position timeline

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

Summit Trail Advisors, LLC held 101,456 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,456 shares
    Change vs previous 13F +1,132 shares

    0.54% of the 13F portfolio, value $42,672,198.

    13F-HR 0001951757-26-001207 filed by Summit Trail 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 100,324 shares
    Change vs previous 13F +28,829 shares

    0.53% of the 13F portfolio, value $37,295,447.

    13F-HR 0001951757-26-000837 filed by Summit Trail 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 71,495 shares
    Change vs previous 13F -7,007 shares

    0.56% of the 13F portfolio, value $32,152,731.

    13F-HR 0001951757-26-000464 filed by Summit Trail 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 78,502 shares
    Change vs previous 13F +8,243 shares

    0.48% of the 13F portfolio, value $34,911,409.

    13F-HR 0001951757-25-001440 filed by Summit Trail 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 70,259 shares
    Change vs previous 13F +19,207 shares

    0.38% of the 13F portfolio, value $22,320,086.

    13F-HR 0001951757-25-001093 filed by Summit Trail 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 51,052 shares
    Change vs previous 13F +12,986 shares

    0.44% of the 13F portfolio, value $13,230,507.

    13F-HR 0001951757-25-000462 filed by Summit Trail 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 38,066 shares
    Change vs previous 13F +11,320 shares

    0.57% of the 13F portfolio, value $15,372,775.

    13F-HR 0001951757-25-000148 filed by Summit Trail 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 26,746 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,997,556.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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