Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership2,048 shares
Latest Disclosed Value $ 761,344
Atwood & Palmer Inc reports 1.74% increase in ownership of TSLA / Tesla, Inc.

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 2,048 shares of Tesla, Inc. (CH:TSLA) valued at $761,344 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,013 shares of Tesla, Inc.. This represents a change in shares of 1.74% 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)
2026-04-15 2026-03-31 13F TESLA COM 88160R101 2,048 35 1.74 761 -15.91 0.0430
2026-01-28 2025-12-31 13F TESLA COM 88160R101 2,013 3 0.15 905 1.34 0.0514
2025-10-15 2025-09-30 13F TESLA COM 88160R101 2,010 315 18.58 894 65.99 0.0525
2025-07-08 2025-06-30 13F TESLA COM 88160R101 1,695 0 0.00 538 22.55 0.0337
2025-04-15 2025-03-31 13F TESLA COM 88160R101 1,695 -15 -0.88 439 -36.38 0.0305
2025-01-16 2024-12-31 13F TESLA COM 88160R101 1,710 0 0.00 691 54.36 0.0473
2024-10-07 2024-09-30 13F TESLA COM 88160R101 1,710 0 0.00 447 32.25 0.0304
2024-07-10 2024-06-30 13F TESLA COM 88160R101 1,710 0 0.00 338 12.67 0.0256
2024-04-10 2024-03-31 13F TESLA COM 88160R101 1,710 0 0.00 301 -29.25 0.0228
2024-01-12 2023-12-31 13F TESLA COM 88160R101 1,710 -18 -1.04 425 -1.85 0.0343
2023-10-20 2023-09-30 13F TESLA COM 88160R101 1,728 0 0.00 432 -4.42 0.0379
2023-07-18 2023-06-30 13F TESLA COM 88160R101 1,728 18 1.05 452 27.68 0.0405
2023-04-21 2023-03-31 13F TESLA COM 88160R101 1,710 15 0.88 355 70.19 0.0334
2023-01-31 2022-12-31 13F TESLA COM 88160R101 1,695 0 0.00 209 -53.78 0.0189
2022-10-12 2022-09-30 13F TESLA COM 88160R101 1,695 1,102 185.83 450 12.78 0.0446
2022-07-21 2022-06-30 13F TESLA COM 88160R101 593 63 11.89 399 -30.12 0.0389
2022-04-29 2022-03-31 13F TESLA COM 88160R101 530 -375 -41.44 571 -40.27 0.0493
2022-01-24 2021-12-31 13F TESLA COM 88160R101 905 10 1.12 956 37.75 0.0800
2021-10-29 2021-09-30 13F/A-1 TESLA COM 88160R101 895 0 0.00 694 14.14 0.0619
2021-10-19 2021-09-30 13F TESLA COM 88160R101 895 0 694 0.0619
2021-07-26 2021-06-30 13F TESLA COM 88160R101 895 0 0.00 608 1.67 0.0546
2021-04-26 2021-03-31 13F TESLA COM 88160R101 895 0 0.00 598 -5.38 0.0575
2021-02-04 2020-12-31 13F TESLA COM 88160R101 895 20 2.29 632 68.53 0.0679
2020-10-28 2020-09-30 13F TESLA COM 88160R101 875 700 400.00 375 98.41 0.0472
2020-07-24 2020-06-30 13F TESLA COM 88160R101 175 105 150.00 189 410.81 0.0255
2020-04-20 2020-03-31 13F TESLA COM 88160R101 70 0 0.00 37 27.59 0.0058
2020-02-05 2019-12-31 13F TESLA COM 88160R101 70 0 0.00 29 70.59 0.0037
2019-10-21 2019-09-30 13F TESLA COM 88160R101 70 -5 -6.67 17 0.00 0.0023
2019-07-17 2019-06-30 13F TESLA COM 88160R101 75 5 7.14 17 -15.00 0.0023
2019-04-23 2019-03-31 13F TESLA COM 88160R101 70 0 0.00 20 -13.04 0.0028
2019-02-01 2018-12-31 13F TESLA COM 88160R101 70 0 0.00 23 21.05 0.0037
2018-10-29 2018-09-30 13F TESLA COM 88160R101 70 0 0.00 19 -20.83 0.0025
2018-07-19 2018-06-30 13F TESLA COM 88160R101 70 0 0.00 24 26.32 0.0033
2018-04-30 2018-03-31 13F TESLA COM 88160R101 70 0 0.00 19 -13.64 0.0027
2018-02-08 2017-12-31 13F TESLA COM 88160R101 70 0 0.00 22 -8.33 0.0031
2017-10-16 2017-09-30 13F TESLA COM 88160R101 70 30 75.00 24 71.43 0.0035
2017-08-08 2017-06-30 13F TESLA COM 88160R101 40 0 0.00 14 27.27 0.0022
2017-04-28 2017-03-31 13F TESLA COM 88160R101 40 0 0.00 11 22.22 0.0018
2017-02-06 2016-12-31 13F TESLA MTRS COM 88160R101 40 0 0.00 9 12.50 0.0016
2016-11-08 2016-09-30 13F TESLA MTRS COM 88160R101 40 0 0.00 8 0.00 0.0015
2016-07-21 2016-06-30 13F TESLA MTRS COM 88160R101 40 0 0.00 8 -11.11 0.0014
2016-04-28 2016-03-31 13F TESLA MTRS COM 88160R101 40 0 0.00 9 -10.00 0.0016
2016-01-28 2015-12-31 13F TESLA MTRS COM 88160R101 40 0 0.00 10 0.00 0.0019
2015-11-12 2015-09-30 13F TESLA MTRS COM 88160R101 40 0 0.00 10 -9.09 0.0020
2015-07-31 2015-06-30 13F TESLA MTRS COM 88160R101 40 0 0.00 11 37.50 0.0020
2015-05-05 2015-03-31 13F TESLA MTRS COM 88160R101 40 0 0.00 8 -11.11 0.0014
2015-02-17 2014-12-31 13F TESLA MTRS COM 88160R101 40 0 0.00 9 -10.00 0.0017
2014-12-02 2014-09-30 13F/A-1 TESLA MTRS COM 88160R101 40 40 10 0.0019
2014-11-12 2014-09-30 13F TESLA MTRS COM 88160R101 40 40 10 0.0018
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.