TSLA TSLA

Ownership history in Castleview Partners, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Castleview Partners, LLC reported a position in TSLA (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.19% (2025 Q4)
Avg. % of fund
0.63%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,848 +1,358 +16.0% 2.19% $4.4M $449.72
2025 Q3 REDUCED 8,490 -502 -5.6% 2.05% $3.8M $444.72
2025 Q2 ADDED 8,992 +1,360 +17.8% 1.84% $2.9M $317.66
2025 Q1 ADDED 7,632 +4,426 +138.1% 1.34% $2.0M $259.16
2024 Q4 ADDED 3,206 +1,277 +66.2% 0.48% $839K $403.84
2024 Q3 UNCHANGED 1,929 0% 0.22% $382K $261.63
2024 Q2 REDUCED 1,929 -68 -3.4% 0.22% $382K $197.88
2024 Q1 ADDED 1,997 +410 +25.8% 0.20% $351K $175.79
2023 Q4 REDUCED 1,587 -768 -32.6% 0.28% $394K $248.48
2023 Q3 ADDED 2,355 +241 +11.4% 0.54% $589K $250.22
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TSLA price (monthly, adj. close)
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