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SUMMITRY LLC: TSLA position timeline

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

SUMMITRY LLC held 5,468 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,468 shares
    Change vs previous 13F -151 shares

    0.08% of the 13F portfolio, value $2,299,841.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 5,619 shares
    Change vs previous 13F +816 shares

    0.07% of the 13F portfolio, value $2,088,864.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 4,803 shares
    Change vs previous 13F +302 shares

    0.09% of the 13F portfolio, value $2,160,006.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 4,501 shares
    Change vs previous 13F +1,346 shares

    0.08% of the 13F portfolio, value $2,001,685.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 3,155 shares
    Change vs previous 13F +114 shares

    0.05% of the 13F portfolio, value $1,002,218.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 3,041 shares
    Change vs previous 13F +1,976 shares

    0.04% of the 13F portfolio, value $788,106.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 1,065 shares
    Change vs previous 13F -248 shares

    0.02% of the 13F portfolio, value $430,090.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 1,313 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $343,521.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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