Ownership history in Summit Financial, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in TESLA INCCOM (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 100,594 | +4,338 | +4.5% | 0.66% | $45.2M | $449.72 |
| 2025 Q3 | ADDED | 96,256 | +53,114 | +123.1% | 0.65% | $42.8M | $444.72 |
| 2025 Q2 | ADDED | 43,142 | +14,860 | +52.5% | 0.31% | $13.7M | $317.66 |
| 2025 Q1 | ADDED | 28,282 | +2,087 | +8.0% | 0.21% | $7.3M | $259.16 |
| 2024 Q4 | ADDED | 26,195 | +450 | +1.7% | 0.37% | $10.6M | $403.84 |
| 2024 Q3 | ADDED | 25,745 | +2,640 | +11.4% | 0.26% | $6.7M | $261.63 |
| 2024 Q2 | ADDED | 23,105 | +3,679 | +18.9% | 0.21% | $4.6M | $197.88 |
| 2024 Q1 | REDUCED | 19,426 | -3,274 | -14.4% | 0.20% | $3.4M | $175.79 |
| 2023 Q4 | REDUCED | 22,700 | -775 | -3.3% | 0.37% | $5.6M | $248.48 |
| 2023 Q3 | REDUCED | 23,475 | -2,520 | -9.7% | 0.43% | $5.9M | $250.22 |
As of 2025 Q4 — sorted by position size