Cook Wealth, LLC TSLA β€” TESLA INC

Ownership history in Cook Wealth, LLC  Β·  3 quarters on record

AI Ownership Summary

Cook Wealth, LLC reported TESLA INC (TSLA) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.18% in 2025 Q1. The latest visible filing shows TSLA at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TSLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cook Wealth, LLC's position in TESLA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TSLA was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cook Wealth, LLC held TSLA β€” position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 1,319 β€” 0% 0.18% $370K 2026-02-14 (Est.) $417.44
2025 Q2 UNCHANGED β€” β€” β€” 1,319 β€” 0% 0.18% $370K 2025-08-12 $340.84
2025 Q1 INITIATED β€” β€” β€” 1,319 β€” β€” 0.18% $370K 2025-05-15 $342.82

FAQ About Cook Wealth, LLC and TSLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cook Wealth, LLC reported owning TSLA?

Cook Wealth, LLC reported TSLA across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported TSLA position in Cook Wealth, LLC's portfolio?

The largest reported portfolio weight for TSLA was 0.18% in 2025 Q1.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2025 Q4, when Cook Wealth, LLC reported 1,319 shares, equal to 0.18% of portfolio, with an estimated market value of $370K.

What does the chart on this TSLA ownership page compare?

The chart compares Cook Wealth, LLC's quarterly TSLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Cook Wealth, LLC Holdings