Clifford Group, LLC TSLA TESLA INC

Ownership history in Clifford Group, LLC  ·  9 quarters on record

AI Ownership Summary

Clifford Group, LLC reported TESLA INC (TSLA) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2026 Q1. The latest visible filing shows TSLA at 0.29% 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 Clifford Group, LLC'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
2026 Q1

TSLA was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Clifford Group, LLC 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 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,017 +257 +33.8% 0.29% $378K 2026-05-15 $422.24
2025 Q4 UNCHANGED 760 0% 0.26% $342K 2026-02-13 $417.44
2025 Q3 UNCHANGED 760 0% 0.26% $338K 2025-11-14 $404.35
2025 Q2 ADDED 760 +10 +1.3% 0.20% $241K 2025-08-14 $335.58
2024 Q4 REDUCED 8.2% -35.8% 750 -67 -8.2% 0.23% $303K 2025-02-12 $336.51
2024 Q3 REDUCED 26.5% +59.5% 817 -295 -26.5% 0.17% $214K 2024-11-12 $328.49
2023 Q4 ADDED 1,112 +5 +0.5% 0.26% $276K 2024-02-14 $188.71
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Clifford Group, LLC and TSLA

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

How long has Clifford Group, LLC reported owning TSLA?

Clifford Group, LLC reported TSLA across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TSLA position in Clifford Group, LLC's portfolio?

The largest reported portfolio weight for TSLA was 0.29% in 2026 Q1.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2026 Q1, when Clifford Group, LLC reported 1,017 shares, equal to 0.29% of portfolio, with an estimated market value of $378K.

What does the chart on this TSLA ownership page compare?

The chart compares Clifford Group, LLC'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.

How well did Clifford Group, LLC time their TSLA position?

Based on 13F filing dates vs. subsequent TSLA price moves, Clifford Group, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on TSLA relative to SPY over the holding period was -15.3%.

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