Elevate Capital Advisors, LLC TSLA β€” TESLA INC

Ownership history in Elevate Capital Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Elevate Capital Advisors, LLC reported TESLA INC (TSLA) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.82% in 2026 Q1. The latest visible filing shows TSLA at 0.82% 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 Elevate Capital Advisors, 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
2026 Q1

TSLA was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 Elevate Capital Advisors, 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 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 3,397 +686 +25.3% 0.82% $1.3M 2026-04-24 $376.30
2025 Q4 ADDED β€” β€” β€” 2,711 +1,742 +179.8% 0.81% $1.2M 2026-01-23 $449.06
2025 Q3 ADDED β€” β€” β€” 969 +123 +14.5% 0.30% $431K 2025-10-28 $460.55
2025 Q2 INITIATED β€” β€” β€” 846 β€” β€” 0.21% $269K 2025-07-22 $332.11

FAQ About Elevate Capital Advisors, 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 Elevate Capital Advisors, LLC reported owning TSLA?

Elevate Capital Advisors, LLC reported TSLA across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported TSLA position in Elevate Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for TSLA was 0.82% in 2026 Q1.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2026 Q1, when Elevate Capital Advisors, LLC reported 3,397 shares, equal to 0.82% of portfolio, with an estimated market value of $1.3M.

What does the chart on this TSLA ownership page compare?

The chart compares Elevate Capital Advisors, 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.

How well did Elevate Capital Advisors, LLC time their TSLA position?

Based on 13F filing dates vs. subsequent TSLA price moves, Elevate Capital Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TSLA relative to SPY over the holding period was +7.9%.

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