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Tesla Motors shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Tesla Motors (TSLA) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Tesla Motors

Tip: Access up to 7 years of quarterly data

All positions including Tesla Motors held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tesla Motors by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 6.0k 449.72
2025-09-30 $1.8M 7.0k 250.22
2025-06-30 $1.8M 5.6k 317.66

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Tesla Motors

Vanguard Group
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State Street Corporation
Susquehanna International
Jane Street
Citadel Advisors
Geode Capital Management
Jpmorgan Chase & Co
Capital World Investors
Goldman Sachs Group
Norges Bank Investment Management
FMR
Northern Trust
Belvedere Trading
CI Private Wealth

View all funds holding Tesla Motors