MARSHALL & SULLIVAN INC /WA/ TSLA TESLA INC

Ownership history in MARSHALL & SULLIVAN INC /WA/  ·  4 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported TESLA INC (TSLA) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.17% in 2025 Q3. The latest visible filing shows TSLA at 0.17% 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 MARSHALL & SULLIVAN INC /WA/'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 Q3

TSLA was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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
2024 Q4 to 2025 Q3

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 MARSHALL & SULLIVAN INC /WA/ held TSLA — position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 810 0% 0.17% $360K 2025-11-14 (Est.) $404.35
2025 Q2 ADDED 810 +60 +8.0% 0.12% $257K 2025-07-11 $313.51
2024 Q4 UNCHANGED 750 0% 0.15% $303K 2025-01-13 $403.31
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL & SULLIVAN INC /WA/ and TSLA

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

How long has MARSHALL & SULLIVAN INC /WA/ reported owning TSLA?

MARSHALL & SULLIVAN INC /WA/ reported TSLA across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported TSLA position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for TSLA was 0.17% in 2025 Q3.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL & SULLIVAN INC /WA/ reported 810 shares, equal to 0.17% of portfolio, with an estimated market value of $360K.

What does the chart on this TSLA ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'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 MARSHALL & SULLIVAN INC /WA/ Holdings