Tesla, Inc.
BG ˙ BUL ˙ US88160R1014
SecurityBG:TL0 / Tesla, Inc.
InstitutionEquitable Trust Co
Latest Disclosed Ownership16,377 shares
Latest Disclosed Value $ 6,088,150
Equitable Trust Co reports 3.60% increase in ownership of TL0 / Tesla, Inc.

On April 30, 2026 - Equitable Trust Co filed a 13F-HR form disclosing ownership of 16,377 shares of Tesla, Inc. (BG:TL0) valued at $6,088,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 15,808 shares of Tesla, Inc.. This represents a change in shares of 3.60% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F Tesla Com 88160R101 16,377 569 3.60 6,088 -14.36 0.1657
2026-02-02 2025-12-31 13F Tesla Com 88160R101 15,808 137 0.87 7,109 2.01 0.3174
2025-11-10 2025-09-30 13F Tesla Com 88160R101 15,671 258 1.67 6,969 42.34 0.3204
2025-07-23 2025-06-30 13F Tesla Com 88160R101 15,413 4,882 46.36 4,896 79.41 0.2439
2025-04-25 2025-03-31 13F Tesla Com 88160R101 10,531 389 3.84 2,729 -33.36 0.1512
2025-01-28 2024-12-31 13F Tesla Com 88160R101 10,142 1,192 13.32 4,096 74.93 0.2286
2024-10-29 2024-09-30 13F Tesla Com 88160R101 8,950 3,943 78.75 2,342 136.46 0.1502
2024-07-31 2024-06-30 13F Tesla Com 88160R101 5,007 1,226 32.43 991 49.10 0.0681
2024-04-24 2024-03-31 13F Tesla Com 88160R101 3,781 849 28.96 665 -8.79 0.0461
2024-01-25 2023-12-31 13F Tesla Com 88160R101 2,932 98 3.46 729 2.68 0.0548
2023-11-06 2023-09-30 13F Tesla Com 88160R101 2,834 127 4.69 709 0.14 0.0586
2023-08-08 2023-06-30 13F Tesla Com 88160R101 2,707 0 0.00 709 26.20 0.0542
2023-05-02 2023-03-31 13F Tesla Com 88160R101 2,707 0 0.00 562 68.47 0.0442
2023-02-17 2022-12-31 13F Tesla Com 88160R101 2,707 0 0.00 333 -53.62 0.0263
2022-10-31 2022-09-30 13F Tesla Com 88160R101 2,707 1,864 221.12 718 26.41 0.0598
2022-07-15 2022-06-30 13F Tesla Com 88160R101 843 126 17.57 568 -26.52 0.0423
2022-05-06 2022-03-31 13F Tesla Com 88160R101 717 0 0.00 773 1.98 0.0497
2022-01-31 2021-12-31 13F Tesla Com 88160R101 717 4 0.56 758 37.07 0.0468
2021-10-26 2021-09-30 13F Tesla Motors Com 88160R101 713 0 0.00 553 14.02 0.0353
2021-08-03 2021-06-30 13F Tesla Motors Com 88160R101 713 0 0.00 485 1.89 0.0311
2021-05-14 2021-03-31 13F Tesla Motors Com 88160R101 713 -315 -30.64 476 -34.34 0.0355
2021-02-12 2020-12-31 13F Tesla Motors Com 88160R101 1,028 -582 -36.15 725 4.92 0.0538
2020-11-13 2020-09-30 13F Tesla Motors Com 88160R101 1,610 1,232 325.93 691 69.36 0.0588
2020-08-18 2020-06-30 13F Tesla Motors Com 88160R101 378 -117 -23.64 408 57.53 0.0375
2020-05-21 2020-03-31 13F Tesla Motors Com 88160R101 495 -201 -28.88 259 -11.00 0.0285
2020-02-18 2019-12-31 13F Tesla Motors Com 88160R101 696 696 291 0.0284
2019-05-16 2019-03-31 13F Tesla Motors Com 88160R101 0 -658 -100.00 0 -100.00
2019-02-22 2018-12-31 13F Tesla Motors Com 88160R101 658 658 219 0.0290
2018-11-15 2018-09-30 13F Tesla Motors Com 88160R101 0 -698 -100.00 0 -100.00
2018-08-14 2018-06-30 13F Tesla Motors Com 88160R101 698 698 239 0.0303
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.