Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionConsolidated Planning Corp
Latest Disclosed Ownership2,016 shares
Latest Disclosed Value $ 749,448
Consolidated Planning Corp reports 17.88% decrease in ownership of TSLA / Tesla, Inc.

On April 16, 2026 - Consolidated Planning Corp filed a 13F-HR form disclosing ownership of 2,016 shares of Tesla, Inc. (CH:TSLA) valued at $749,448 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,455 shares of Tesla, Inc.. This represents a change in shares of -17.88% 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)
2026-04-16 2026-03-31 13F TESLA COM 88160R101 2,016 -439 -17.88 749 -32.16 0.1215
2026-01-28 2025-12-31 13F TESLA COM 88160R101 2,455 -177 -6.72 1,104 -5.64 0.1115
2025-10-27 2025-09-30 13F TESLA COM 88160R101 2,632 -358 -11.97 1,171 23.29 0.1235
2025-07-18 2025-06-30 13F TESLA COM 88160R101 2,990 -175 -5.53 950 15.73 0.1192
2025-04-22 2025-03-31 13F TESLA COM 88160R101 3,165 542 20.66 820 -22.57 0.1129
2025-01-29 2024-12-31 13F TESLA COM 88160R101 2,623 -90 -3.32 1,059 49.37 0.1442
2024-10-31 2024-09-30 13F TESLA COM 88160R101 2,713 217 8.69 710 43.81 0.1056
2024-08-02 2024-06-30 13F TESLA COM 88160R101 2,496 -407 -14.02 494 -3.33 0.0815
2024-05-02 2024-03-31 13F TESLA COM 88160R101 2,903 135 4.88 510 -25.76 0.0873
2024-02-05 2023-12-31 13F TESLA COM 88160R101 2,768 -8,647 -75.75 688 -75.95 0.1281
2023-11-08 2023-09-30 13F TESLA COM 88160R101 11,415 345 3.12 2,856 -1.45 0.6327
2023-08-14 2023-06-30 13F TESLA COM 88160R101 11,070 8,069 268.88 2,899 365.92 0.6102
2023-05-04 2023-03-31 13F TESLA COM 88160R101 3,001 -304 -9.20 623 52.83 0.1613
2023-02-13 2022-12-31 13F TESLA COM 88160R101 3,305 -223 -6.32 407 -56.52 0.1127
2022-11-04 2022-09-30 13F TESLA COM 88160R101 3,528 2,174 160.56 936 2.63 0.2921
2022-08-12 2022-06-30 13F TESLA COM 88160R101 1,354 236 21.11 912 -24.32 0.2851
2022-05-03 2022-03-31 13F TESLA COM 88160R101 1,118 -8 -0.71 1,205 1.26 0.8356
2022-02-11 2021-12-31 13F TESLA COM 88160R101 1,126 247 28.10 1,190 74.49 0.7672
2021-11-17 2021-09-30 13F TESLA COM 88160R101 879 -12 -1.35 682 12.73 0.4432
2021-07-26 2021-06-30 13F TESLA COM 88160R101 891 -125 -12.30 605 -10.77 0.4480
2021-05-05 2021-03-31 13F TESLA COM 88160R101 1,016 -295 -22.50 678 -26.70 0.4331
2021-02-05 2020-12-31 13F TESLA COM 88160R101 1,311 15 1.16 925 66.37 0.6027
2020-11-10 2020-09-30 13F TESLA COM 88160R101 1,296 1,096 548.00 556 158.60 0.4141
2020-08-10 2020-06-30 13F TESLA COM 88160R101 200 200 215 0.2108
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.