TSLA β€” TESLA INC

Ownership history in William Mack & Associates, Inc.  Β·  2 quarters on record

AI Ownership Summary

William Mack & Associates, Inc. reported TESLA INC (TSLA) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.11% in 2025 Q3. The latest visible filing shows TSLA at 0.94% 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.

What this TSLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William Mack & Associates, 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 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% 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
2025 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 William Mack & Associates, Inc. held TSLA β€” position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 4,461 -169 -3.7% 0.94% $2.0M 2026-02-14 (Est.) $417.44
2025 Q3 INITIATED 4,630 β€” β€” 1.11% $2.1M 2025-11-14 $404.35

FAQ About William Mack & Associates, 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 William Mack & Associates, Inc. reported owning TSLA?

William Mack & Associates, Inc. reported TSLA across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported TSLA position in William Mack & Associates, Inc.'s portfolio?

The largest reported portfolio weight for TSLA was 1.11% in 2025 Q3.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2025 Q4, when William Mack & Associates, Inc. reported 4,461 shares, equal to 0.94% of portfolio, with an estimated market value of $2.0M.

What does the chart on this TSLA ownership page compare?

The chart compares William Mack & Associates, 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.

← Back to William Mack & Associates, Inc. Holdings