Ownership history in Kovack Advisors, Inc. Β· 30 quarters on record
This page tracks every 13F SEC filing in which Kovack Advisors, Inc. 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 β sourced directly from SEC EDGAR 13F filings.
π Kovack Advisors, Inc. outperformed the S&P 500 by +57.6% annually on this TSLA position. Timing score: 50% (14/28 decisions correct). Average cost basis: $356.83. Maximum drawdown during holding period: β65.7%.
π₯ Exceptional β beat the S&P 500 by 57.6% per year on this position.
28 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 28 add/trim decisions correct
Best entry: $14.90 (2019 Q2) Β· Worst: $449.72 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
19 adds Β· 11 trims. Bought during 3 of 8 down-price quarters. π More buys than sells across the holding period.
π Kovack Advisors, Inc. has been actively increasing its TSLA allocation β a bullish signal from insiders.
Currently 1.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size