TSLA TESLA INC

Ownership history in HOWE & RUSLING INC  ·  25 quarters on record

AI Ownership Summary

HOWE & RUSLING INC reported TESLA INC (TSLA) in 25 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows TSLA at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOWE & RUSLING INC'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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 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 HOWE & RUSLING INC held TSLA — position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,243 -34 -2.7% 0.04% $559K 2026-02-14 (Est.) $417.44
2025 Q3 ADDED 1,277 +1,077 +538.5% 0.04% $568K 2025-11-05 $462.07
2025 Q3 REDUCED 200 -1,142 -85.1% 0.01% $89K 2025-11-05 $462.07
2025 Q2 ADDED 1,342 +255 +23.5% 0.03% $426K 2025-08-12 $340.84
2025 Q1 ADDED 1,087 +224 +26.0% 0.02% $282K 2025-06-17 $316.35
2024 Q4 ADDED 863 +61 +7.6% 0.03% $349K 2025-02-12 $336.51
2024 Q3 REDUCED 802 -253 -24.0% 0.02% $210K 2024-11-08 $321.22
2023 Q4 ADDED 1,055 +50 +5.0% 0.03% $262K 2024-02-06 $185.10
2023 Q3 REDUCED 1,005 -19 -1.9% 0.03% $251K 2023-11-09 $209.98
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HOWE & RUSLING INC and TSLA

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

How long has HOWE & RUSLING INC reported owning TSLA?

HOWE & RUSLING INC reported TSLA across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported TSLA position in HOWE & RUSLING INC's portfolio?

The largest reported portfolio weight for TSLA was 0.04% in 2025 Q3.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2025 Q4, when HOWE & RUSLING INC reported 1,243 shares, equal to 0.04% of portfolio, with an estimated market value of $559K.

What does the chart on this TSLA ownership page compare?

The chart compares HOWE & RUSLING INC'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.

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