TSLA TESLA INC

Ownership history in FIDELIS iM, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which FIDELIS iM, LLC reported a position in TESLA INC (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
1.03% (2024 Q3)
Avg. % of fund
0.89%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,233 +40 +0.8% 0.91% $2.4M $449.72
2025 Q2 UNCHANGED 5,193 0% 0.73% $1.6M $317.66
2025 Q1 ADDED 5,193 +190 +3.8% 0.62% $1.3M $259.16
2024 Q4 REDUCED 5,003 -3,687 -42.4% 0.99% $2.0M $403.84
2024 Q3 REDUCED 8,690 -1,871 -17.7% 1.03% $2.3M $261.63
2024 Q2 INITIATED 10,561 1.03% $2.1M
% of Fund (quarterly)    TSLA price (monthly, adj. close)
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