Tesla Motors shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Tesla Motors (TSLA) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Tesla Motors
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Quarterly reported holdings in Tesla Motors by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 6.6k | 444.72 |
| 2025-06-30 | $2.2M | 7.0k | 317.66 |
| 2025-03-31 | $1.2M | 4.8k | 259.16 |
| 2024-12-31 | $1.1M | 2.8k | 403.84 |
| 2024-09-30 | $740k | 2.8k | 261.63 |
| 2024-06-30 | $574k | 2.9k | 197.88 |
| 2024-03-31 | $522k | 3.0k | 175.79 |
| 2023-12-31 | $776k | 3.1k | 248.48 |
| 2023-09-30 | $771k | 3.1k | 250.22 |
| 2023-06-30 | $807k | 3.1k | 261.77 |
| 2023-03-31 | $931k | 4.5k | 207.46 |
| 2022-12-31 | $201k | 1.6k | 123.16 |
| 2022-09-30 | $433k | 1.6k | 265.32 |
| 2022-06-30 | $366k | 544 | 672.79 |
| 2021-03-31 | $672k | 1.0k | 667.99 |
| 2020-12-31 | $664k | 941 | 705.63 |
| 2020-09-30 | $259k | 604 | 428.81 |
More positions owned by Summit Wealth & Retirement Planning
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