Dynamic Financial Group TSLA — TESLA INC

Ownership history in Dynamic Financial Group  ·  4 quarters on record

AI Ownership Summary

Dynamic Financial Group reported TESLA INC (TSLA) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.29% in 2025 Q3. The latest visible filing shows TSLA at 0.18% 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 Dynamic Financial Group'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 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% 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 Q1 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.

TSLA stock page Dynamic Financial Group fund profile Dynamic Financial Group full holdings
How Dynamic Financial Group 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 39.5% -17.3% ✅ 460 -300 -39.5% 0.18% $207K 2026-01-26 $435.20
2025 Q3 UNCHANGED — — — 760 — 0% 0.29% $338K 2025-10-28 $460.55
2025 Q2 ADDED — — — 760 +74 +10.8% 0.23% $241K 2025-07-25 $316.06
2025 Q1 INITIATED — — — 686 — — 0.28% $277K 2025-05-13 $334.07

🏢 Other funds also holding TSLA

As of 2026 Q1 — sorted by position size

Neumann Advisory Hong Kong Ltd 3Y 7Y 76.09% Sloy Dahl & Holst, LLC 3Y 51.89% Aspiring Ventures, LLC 49.46% Halter Ferguson Financial Inc. 47.35% Prime Capital Management Co Ltd 3Y 7Y 30.03% NIGHTVIEW CAPITAL, LLC 3Y 7Y 28.23% Tao Capital Management LP 3Y 26.98% WIM INVESTMENT MANAGEMENT Ltd 26.8% SYMMETRY PEAK MANAGEMENT LLC 3Y 7Y 21.77% QVR LLC 3Y 19.87%

FAQ About Dynamic Financial Group and TSLA

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

How long has Dynamic Financial Group reported owning TSLA?

Dynamic Financial Group reported TSLA across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported TSLA position in Dynamic Financial Group's portfolio?

The largest reported portfolio weight for TSLA was 0.29% in 2025 Q3.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2025 Q4, when Dynamic Financial Group reported 460 shares, equal to 0.18% of portfolio, with an estimated market value of $207K.

What does the chart on this TSLA ownership page compare?

The chart compares Dynamic Financial Group'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.

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