Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionFiduciary Planning LLC
Latest Disclosed Ownership7,536 shares
Latest Disclosed Value $ 2,801,508
Fiduciary Planning LLC reports 1.10% decrease in ownership of TSLA / Tesla, Inc.

On April 27, 2026 - Fiduciary Planning LLC filed a 13F-HR form disclosing ownership of 7,536 shares of Tesla, Inc. (CH:TSLA) valued at $2,801,508 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 7,620 shares of Tesla, Inc.. This represents a change in shares of -1.10% 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)
2026-04-27 2026-03-31 13F TESLA COM 88160R101 7,536 -84 -1.10 2,802 -18.24 0.8461
2026-01-22 2025-12-31 13F TESLA COM 88160R101 7,620 65 0.86 3,427 1.99 1.0401
2025-10-15 2025-09-30 13F TESLA COM 88160R101 7,555 853 12.73 3,360 57.85 1.0270
2025-07-30 2025-06-30 13F TESLA COM 88160R101 6,702 -221 -3.19 2,129 18.62 0.7042
2025-04-11 2025-03-31 13F TESLA COM 88160R101 6,923 1,454 26.59 1,794 -18.75 0.5911
2025-01-24 2024-12-31 13F TESLA COM 88160R101 5,469 4,668 582.77 2,209 956.46 0.7171
2024-10-22 2024-09-30 13F TESLA COM 88160R101 801 801 210 0.0711
2022-02-08 2021-12-31 13F TESLA COM 88160R101 0 -991 -100.00 0 -100.00
2021-11-09 2021-09-30 13F TESLA COM 88160R101 991 991 769 0.4092
2021-08-06 2021-06-30 13F TESLA COM 88160R101 0 -121 -100.00 0 -100.00
2021-05-24 2021-03-31 13F/A-1 TESLA COM 88160R101 121 -8 -6.20 81 -10.99 0.1224
2021-05-20 2021-03-31 13F TESLA COM 88160R101 129 0 91 0.1282
2021-02-10 2020-12-31 13F TESLA COM 88160R101 129 84 186.67 91 378.95 0.1282
2020-10-27 2020-09-30 13F TESLA COM 88160R101 45 45 19 0.0313
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.