Tesla, Inc.
BG ˙ BUL ˙ US88160R1014
SecurityBG:TL0 / Tesla, Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership4,669 shares
Latest Disclosed Value $ 1,735,701
Winch Advisory Services, LLC reports 0.97% increase in ownership of TL0 / Tesla, Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 4,669 shares of Tesla, Inc. (BG:TL0) valued at $1,735,701 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 4,624 shares of Tesla, Inc.. This represents a change in shares of 0.97% 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)
2026-04-30 2026-03-31 13F TESLA COM 88160R101 4,669 45 0.97 1,736 -16.55 0.3962
2026-02-03 2025-12-31 13F TESLA COM 88160R101 4,624 -309 -6.26 2,080 -5.20 0.4600
2025-11-12 2025-09-30 13F TESLA COM 88160R101 4,933 274 5.88 2,194 48.28 0.4936
2025-08-07 2025-06-30 13F TESLA COM 88160R101 4,659 0 0.00 1,480 22.54 0.3614
2025-05-06 2025-03-31 13F TESLA COM 88160R101 4,659 -41 -0.87 1,207 -36.41 0.3192
2025-01-14 2024-12-31 13F TESLA COM 88160R101 4,700 -141 -2.91 1,898 49.92 0.4937
2024-10-21 2024-09-30 13F TESLA COM 88160R101 4,841 -52 -1.06 1,267 30.79 0.3503
2024-07-31 2024-06-30 13F TESLA COM 88160R101 4,893 -58 -1.17 968 11.26 0.2769
2024-05-14 2024-03-31 13F TESLA COM 88160R101 4,951 904 22.34 870 -13.43 0.2659
2024-01-18 2023-12-31 13F TESLA COM 88160R101 4,047 463 12.92 1,006 0.3335
2023-11-06 2023-09-30 13F TESLA COM 88160R101 3,584 -103 -2.79 1 0.3290
2023-08-08 2023-06-30 13F TESLA COM 88160R101 3,687 116 3.25 1 0.3466
2023-05-10 2023-03-31 13F TESLA COM 88160R101 3,571 120 3.48 1 0.2875
2023-01-26 2022-12-31 13F TESLA COM 88160R101 3,451 576 20.03 0 -100.00 0.1813
2022-10-31 2022-09-30 13F TESLA COM 88160R101 2,875 1,931 204.56 763 19.97 0.3277
2022-08-12 2022-06-30 13F TESLA COM 88160R101 944 76 8.76 636 -31.98 0.2595
2022-04-26 2022-03-31 13F TESLA INC COM COM 88160R101 868 -104 -10.70 935 -8.96 0.3251
2022-02-04 2021-12-31 13F TESLA INC COM COM 88160R101 972 62 6.81 1,027 45.47 0.3396
2021-11-10 2021-09-30 13F TESLA INC COM COM 88160R101 910 71 8.46 706 23.86 0.2461
2021-08-05 2021-06-30 13F TESLA INC COM COM 88160R101 839 62 7.98 570 9.83 0.2050
2021-05-03 2021-03-31 13F TESLA INC COM COM 88160R101 777 60 8.37 519 2.57 0.2080
2021-02-09 2020-12-31 13F TESLA INC COM COM 88160R101 717 74 11.51 506 83.33 0.2103
2020-11-04 2020-09-30 13F TESLA INC COM COM 88160R101 643 530 469.03 276 126.23 0.1169
2020-08-12 2020-06-30 13F TESLA INC COM COM 88160R101 113 17 17.71 122 144.00 0.0580
2020-05-13 2020-03-31 13F TESLA INC COM COM 88160R101 96 9 10.34 50 38.89 0.0249
2020-02-12 2019-12-31 13F TESLA INC COM COM 88160R101 87 -207 -70.41 36 -49.30 0.0171
2019-11-13 2019-09-30 13F TESLA INC COM COM 88160R101 294 0 0.00 71 7.58 0.0370
2019-08-07 2019-06-30 13F TESLA INC COM COM 88160R101 294 -645 -68.69 66 -74.90 0.0344
2019-05-13 2019-03-31 13F TESLA INC COM COM 88160R101 939 760 424.58 263 338.33 0.1454
2019-02-05 2018-12-31 13F TESLA INC COM COM 88160R101 179 -153 -46.08 60 -31.82 0.0334
2018-11-13 2018-09-30 13F TESLA INC COM COM 88160R101 332 0 0.00 88 -22.81 0.0442
2018-08-13 2018-06-30 13F TESLA INC COM COM 88160R101 332 -22 -6.21 114 21.28 0.0614
2018-05-11 2018-03-31 13F TESLA INC COM COM 88160R101 354 0 0.00 94 -14.55 0.0551
2018-02-13 2017-12-31 13F TESLA INC COM COM 88160R101 354 -11 -3.01 110 -12.00 0.0661
2017-11-13 2017-09-30 13F TESLA INC COM COM 88160R101 365 154 72.99 125 64.47 0.0813
2017-08-07 2017-06-30 13F Tesla Motors COM 88160R101 211 171 427.50 76 590.91 0.0478
2017-05-01 2017-03-31 13F TESLA INC COM COM 88160R101 40 0 0.00 11 22.22 0.0070
2017-01-19 2016-12-31 13F TESLA MOTORS INC COM COM 88160R101 40 -8 -16.67 9 -10.00 0.0062
2016-11-02 2016-09-30 13F TESLA MOTORS INC COM COM 88160R101 48 0 0.00 10 0.00 0.0082
2016-08-10 2016-06-30 13F TESLA MOTORS INC COM COM 88160R101 48 0 0.00 10 -9.09 0.0121
2016-05-12 2016-03-31 13F TESLA MOTORS INC COM COM 88160R101 48 0 0.00 11 -8.33 0.0177
2016-01-22 2015-12-31 13F TESLA MOTORS INC COM COM 88160R101 48 0 0.00 12 0.00 0.0136
2015-11-13 2015-09-30 13F TESLA MOTORS INC COM COM 88160R101 48 0 0.00 12 -7.69 0.0175
2015-08-11 2015-06-30 13F TESLA MOTORS INC COM COM 88160R101 48 8 20.00 13 62.50 0.0071
2015-05-14 2015-03-31 13F TESLA MOTORS INC COM COM 88160R101 40 40 0.00 8 0.0047
2015-02-11 2014-12-31 13F Tesla Motors COM 88160R101 0 -41 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Tesla Motors COM 88160R101 41 0 0.00 10 0.00 0.0064
2014-08-15 2014-06-30 13F Tesla Motors COM 88160R101 41 0 0.00 10 11.11 0.0059
2014-05-14 2014-03-31 13F Tesla Motors COM 88160R101 41 41 9 0.0057
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.