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SUMMIT WEALTH & RETIREMENT PLANNING, INC.: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMIT WEALTH & RETIREMENT PLANNING, INC. on TSLA, newest first. How the timeline and the estimate are built.

SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 6,560 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,560 shares
    Change vs previous 13F -97 shares

    0.58% of the 13F portfolio, value $2,759,136.

    13F-HR 0001766995-26-000004 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    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 6,657 shares
    Change vs previous 13F -150 shares

    0.59% of the 13F portfolio, value $2,474,740.

    13F-HR 0001766995-26-000003 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    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 6,807 shares
    Change vs previous 13F +180 shares

    0.72% of the 13F portfolio, value $3,061,244.

    13F-HR 0001766995-26-000001 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,627 shares
    Change vs previous 13F -381 shares

    0.72% of the 13F portfolio, value $2,947,159.

    13F-HR 0001766995-25-000008 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,008 shares
    Change vs previous 13F +2,252 shares

    0.6% of the 13F portfolio, value $2,226,161.

    13F-HR 0001766995-25-000004 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,756 shares
    Change vs previous 13F +1,928 shares

    0.38% of the 13F portfolio, value $1,232,565.

    13F-HR 0001766995-25-000002 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    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 2,828 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,142,060.

    13F-HR 0001766995-25-000001 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,828 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $739,890.

    13F-HR 0001766995-24-000008 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    Filed (acceptance time not in the bulk data set), ingested

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