Tesla, Inc.
BG ˙ BUL ˙ US88160R1014
SecurityBG:TL0 / Tesla, Inc.
InstitutionRoot Financial Partners, LLC
Latest Disclosed Ownership20,894 shares
Latest Disclosed Value $ 7,767,500
Root Financial Partners, LLC reports 2.86% decrease in ownership of TL0 / Tesla, Inc.

On April 24, 2026 - Root Financial Partners, LLC filed a 13F-HR form disclosing ownership of 20,894 shares of Tesla, Inc. (BG:TL0) valued at $7,767,500 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 21,510 shares of Tesla, Inc.. This represents a change in shares of -2.86% 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.

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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)
2026-04-24 2026-03-31 13F TESLA INC COM Stock 88160R101 20,894 -616 -2.86 7,768 -19.70 0.3592
2026-02-10 2025-12-31 13F TESLA INC COM Stock 88160R101 21,510 12,795 146.82 9,674 149.63 0.4943
2025-10-29 2025-09-30 13F TESLA INC COM Stock 88160R101 8,715 572 7.02 3,876 49.85 0.2388
2025-08-11 2025-06-30 13F TESLA INC COM Stock 88160R101 8,143 -775 -8.69 2,587 11.90 0.2500
2025-04-25 2025-03-31 13F TESLA COM 88160R101 8,918 -955 -9.67 2,311 -42.04 0.2464
2025-01-30 2024-12-31 13F TESLA COM 88160R101 9,873 2,462 33.22 3,987 105.62 0.4943
2024-11-01 2024-09-30 13F TESLA COM 88160R101 7,411 3,688 99.06 1,939 163.45 0.3102
2024-08-05 2024-06-30 13F TESLA COM 88160R101 3,723 1,121 43.08 737 61.05 0.1725
2024-04-24 2024-03-31 13F TESLA COM 88160R101 2,602 462 21.59 457 -13.94 0.1357
2024-01-30 2023-12-31 13F TESLA COM 88160R101 2,140 513 31.53 532 30.47 0.1998
2023-10-19 2023-09-30 13F TESLA COM 88160R101 1,627 -54 -3.21 407 -7.50 0.2156
2023-07-27 2023-06-30 13F TESLA COM 88160R101 1,681 59 3.64 440 30.95 0.2619
2023-05-12 2023-03-31 13F TESLA COM 88160R101 1,622 1,622 336 0.2400
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.