Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionAcorn Wealth Advisors, LLC
Latest Disclosed Ownership2,492 shares
Latest Disclosed Value $ 926,401
Acorn Wealth Advisors, LLC reports 0.20% decrease in ownership of TSLA / Tesla, Inc.

On April 30, 2026 - Acorn Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 2,492 shares of Tesla, Inc. (CH:TSLA) valued at $926,401 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,497 shares of Tesla, Inc.. This represents a change in shares of -0.20% 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 2,492 -5 -0.20 926 -17.47 0.2701
2026-02-10 2025-12-31 13F TESLA COM 88160R101 2,497 50 2.04 1,123 3.13 0.3345
2025-10-31 2025-09-30 13F TESLA COM 88160R101 2,447 568 30.23 1,088 82.55 0.3410
2025-08-14 2025-06-30 13F TESLA COM 88160R101 1,879 -22 -1.16 597 21.14 0.2220
2025-05-01 2025-03-31 13F TESLA COM 88160R101 1,901 36 1.93 493 -34.66 0.2051
2025-02-04 2024-12-31 13F TESLA COM 88160R101 1,865 73 4.07 753 60.90 0.3110
2024-11-13 2024-09-30 13F TESLA COM 88160R101 1,792 -64 -3.45 469 27.52 0.2015
2024-07-30 2024-06-30 13F TESLA COM 88160R101 1,856 -2 -0.11 367 12.58 0.1815
2024-04-26 2024-03-31 13F TESLA COM 88160R101 1,858 156 9.17 327 -22.75 0.1705
2024-02-07 2023-12-31 13F TESLA COM 88160R101 1,702 -156 -8.40 423 -9.05 0.2507
2023-11-07 2023-09-30 13F TESLA COM 88160R101 1,858 28 1.53 465 -3.13 0.3093
2023-08-02 2023-06-30 13F TESLA COM 88160R101 1,830 27 1.50 479 28.07 0.3266
2023-05-09 2023-03-31 13F TESLA COM 88160R101 1,803 -16 -0.88 374 66.96 0.2760
2023-02-10 2022-12-31 13F TESLA COM 88160R101 1,819 28 1.56 224 -52.84 0.1717
2022-11-09 2022-09-30 13F TESLA COM 88160R101 1,791 1,236 222.70 475 27.01 0.3892
2022-08-08 2022-06-30 13F TESLA COM 88160R101 555 25 4.72 374 -34.50 0.2952
2022-05-03 2022-03-31 13F TESLA COM 88160R101 530 3 0.57 571 2.51 0.3929
2022-02-14 2021-12-31 13F TESLA COM 88160R101 527 14 2.73 557 39.95 0.3533
2021-11-12 2021-09-30 13F TESLA COM 88160R101 513 -4 -0.77 398 13.39 0.2784
2021-08-16 2021-06-30 13F TESLA COM 88160R101 517 -11 -2.08 351 -0.57 0.2425
2021-05-14 2021-03-31 13F TESLA COM 88160R101 528 15 2.92 353 -2.49 0.2531
2021-02-16 2020-12-31 13F TESLA COM 88160R101 513 -411 -44.48 362 -8.59 0.2850
2020-11-04 2020-09-30 13F TESLA COM 88160R101 924 924 396 0.3471
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.